Advisor Support Opportunity in Financial Services
Analyst II, Capital Solutions
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 has returned to a hybrid work schedule, so we are seeking candidates prepared to work a split schedule between home and the office.
Role Type: Full time
SALARIED
Salary: $80,000 - $90,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, 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:
Osaic is seeking an Analyst II who will play an important role in supporting Osaic’s growth and retention goals by making capital accessible for advisors and their clients. The ideal candidate will bring strong analytical skills, the ability to make data-supported recommendations, and a desire to interface directly with our most important clients.
Responsibilities:
- Analyzes financial statements and performs cash-flow modeling to assess advisor financial health
- Conducts credit analyses to evaluate advisor credit worthiness
- Partners with corporate finance to evaluate advisor profitability
- Makes lending recommendations based on financial, credit, and profitability analyses
- Monitors existing loan portfolio and reports on performance metrics
- Identifies and implements strategies to automate work processes
- Presents to existing and prospective advisors and clients to market Osaic’s overall lending capabilities
- Consults one-on-one with advisors and their clients to understand their specific lending needs and recommend appropriate lending solutions
- Partners with relationship management team to develop capital deployment strategies that support advisor growth and retention goals
- Develops and maintains excellent relationships with colleagues across business units and with external partners
Education Requirements:
- Bachelor's degree from an accredited university in Accounting, Finance, Economics or another related field is required. Master’s degree preferred.
Basic Requirements
- Minimum 3 years’ experience in an analytical role
- Advanced skills in MS Office products particularly Excel and PowerPoint
- Strong analytical skills, including the ability to identify trends and drivers
- Strong written and verbal communication skills
- Comfortable presenting one-on-one and to large groups
- Highly motivated self-starter able to anticipate challenges and resolve issues proactively
- Team player with a customer service mentality
Preferred Requirements:
- Experience working with PowerAutomate
- Experience working in Salesforce
- Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
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What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
