Osaic

HQ
Scottsdale
Total Offices: 9
2,194 Total Employees
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Osaic Benefits Overview

Compensation + BenefitsWork-Life Balance + WellbeingCareer Growth + DevelopmentCompany Culture

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers occupational accident insurance

Offers disability insurance

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Provides adoption assistance

Offers generous parental leave

Provides family medical leave

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Offers performance bonuses

Offers employee discounts

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers paid volunteer time

Provides paid sick days

Provides military leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Company Culture

Offers a remote work program

Provides free snacks and drinks

Offers legal assistance

Recently posted jobs

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Osaic

Client Services Representative

2 Days AgoSaved
In-Office or Remote
New York, NY, USA
Fintech • Payments • Financial Services
Provides customer-facing operational and transactional support to financial professionals and clients. Responsibilities include responding to inquiries, assisting with account opening, reviewing paperwork, maintaining electronic files, coordinating transactions with clearing firms and fund companies, ensuring regulatory and procedural accuracy, and improving service processes.
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Osaic

Associate Financial Advisor

7 Days AgoSaved
In-Office or Remote
2 Locations
Fintech • Payments • Financial Services
Supports wealth advisors with client meeting preparation, financial data gathering, plan development, reporting, follow-up tasks, and client service. Assists with tax, cash flow, retirement, estate, executive compensation, risk management, investment research, and prospecting activities. Maintains accurate client records and documentation in Salesforce while coordinating workflows and communicating with clients and internal teams.
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Osaic

Wealth Manager

7 Days AgoSaved
In-Office
Columbia, MD, USA
Fintech • Payments • Financial Services
Serves as a fiduciary strategic advisor to ultra-high-net-worth clients and families. Leads complex wealth management, estate planning, investment, tax, charitable, and governance engagements; develops new business; mentors junior advisors; participates in investment committees and firm initiatives; and guides clients through liquidity events and generational transitions.
see all jobs at Osaic