Financial Relationship Advisor Opportunity in Financial Services
Financial Advisor
Location(s):
Boston, MA: 155 Seaport Blvd, Boston, MA 02210
Osaic has returned to the office on a hybrid schedule requiring a minimum of 2 - 3 days weekly in the office. Applicants located must be willing to work this schedule.
Osaic is not considering remote candidates at this time.
Role Type: Full time
Salary: $100,000 – 108,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, 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: Osaic Benefits.
Summary:
The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high‑net‑worth client relationships.
Responsibilities:
- Supports Wealth Advisors in delivering comprehensive financial planning and investment solutions.
- Serves as a point of contact for operational and planning needs on client accounts.
- Drafts and maintains financial plans, investment policy statements, performance reports, and client deliverables.
- Collaborates with internal specialists and third-party professionals to implement planning and investment strategies.
- Prepares for and participates in client meetings with increasing levels of direct client interaction.
- Demonstrates proficiency in financial planning software, Excel, and CRM systems.
- Applies strong understanding of investment principles, tax basics, estate planning concepts, and retirement fundamentals.
- Translates data into clear, client-facing recommendations.
- Manages planning workflows and supports multiple advisors across high-net-worth relationships.
- Serves as a pipeline for the Wealth Manager position.
Education Requirements:
Bachelor's degree is preferred
Basic Requirements:
- 2–4 years of experience in wealth management, financial planning, or client services within the financial services industry.
- Progress toward CFP, CFA, CPA, or JD designation.
- Strong written and verbal communication skills.
- High attention to detail and strong organizational skills.
- Proficiency with planning and CRM software.
- Ability to collaborate within a team environment and manage multiple priorities effectively.
Preferred Requirements:
- Experience in preparing financial plans and supporting client meetings.
- Strong technical aptitude and willingness to expand planning knowledge.
- Ability to articulate planning concepts clearly to clients and internal stakeholders.
Skills Required
- 2-4 years of experience in wealth management or financial planning
- Progress toward CFP, CFA, CPA, or JD designation
- Strong written and verbal communication skills
- High attention to detail and strong organizational skills
- Proficiency with planning and CRM software
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.
Osaic Insights
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.
