Advisor Platform Success Consultant

Advisory Services Opportunity in Financial Services

Advisor Platform Success Consultant

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type:          Full-time, Exempt

Salary: $80,000 - $95,000 base salary + annual performance bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Summary:

The Advisor Platform Success Consultant is responsible for assisting the OAS (Osaic Advisory Services) Platform Success Team in serving, building and strengthening relationships with the financial professionals and partners affiliated with Osaic Advisory Services, a member of Osaic.  The Advisor Platform Success Consultant will assist advisors and their staff with OAS’s technology Platform including Salesforce, Black Diamond, and Orion, including how to access them and use them in the advisors’ practice.

Responsibilities:

• Serve as primary point of contact for day-to-day questions or issues related to tech provided by RIA.
• Provide navigational support & training for CRM & performance reporting solutions.
• Conduct technology consulting calls with advisors and deliver feedback to Senior Consultant for evaluation.
• Communicate effectively across team and escalate high priority issues accordingly.
• Partner with platform vendors when necessary to solve complex advisor issues.
• Demonstrate an ability to build relationships with branch offices and internal team members and third party vendors.
• Analyze current processes and make recommendations on quality process improvements.
• Educate advisors and their staff about technology procedures related to tools provided by the RIA through the creation of guides, FAQs, training calls and virtual meetings.
• Stay abreast of FinTech-related trends and developments that may impact internal procedures and financial professionals’ businesses.

• All other duties as assigned.

Education Requirements:

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

• Minimum 2 years’ related experience in financial services or similar industry. 
• Knowledge of investment services, products, practices, and general market trends.
• Well-developed analytical and project management skills, highly organized with the ability to handle multiple tasks and multiple priorities simultaneously.
• Working knowledge of Microsoft Word, Excel, Outlook, and other Web-based applications.
• Strong knowledge of FINRA SEC, and state rules and regulations.
• Excellent verbal and written customer service, telephone, troubleshooting and communication skills.
• Possess excellent organizational skills with the flexibility to readily adapt to change.

Preferred Requirements:

• FINRA Series SIE preferred
• FINRA Series 7 and 66 licenses preferred. Willingness to obtain additional licensing is a plus.
• Life and Annuity Insurance Licenses preferred.