Human Resources Opportunity in Financial Services
HR Generalist – W2 Advisor Support
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: $65,000 - $75,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on several 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 W2 Advisor Channel - Human Resources Generalist is responsible for providing day-to-day HR support to the employees and managers in the areas of policy and procedures, employee relations, employee engagement, coaching and mentoring, performance management, selection and onboarding of new talent, as well as tactical items in support of the HRBP team strategy within a growing W2 Channel. This role is also responsible for partnering on mergers and acquisitions activity as it relates to human resources activities including integration, assimilation and orientation.
This role specifically supports a major growth channel for Osaic focused on W2 advisor integration, acquisition, and client service.
Education Requirements:
Bachelor’s degree in Human Resources or another related field is required.
Responsibilities:
- Partner with the greater HR Business Partner team in the design, development and execution of key HR strategic processes to include the performance management cycle, talent management activities, and facilitation of employee engagement planning and execution with the business leaders.
- Partner with the HR Business Partner team to ensure alignment, continuity of HR delivery, and consistency across all geographies.
- Partner with TA and HR Business partner team to align processes and procedures within the W2 Channel.
- Leverage internal HR partners including Talent Acquisition, Talent Development, Internal Communications, HR Systems and Analytics, and Total Rewards on various projects, looping in the appropriate partners for a given situation.
- Partner with Talent Acquisition and hiring managers to assist in recruiting top talent, making hiring decisions, and crafting employment offers based on market compensation data, ensuring appropriate offers are extended to selected candidates.
- Responsible for tactical items that may include I-9 processing, HR data review and processing, employment/personnel file management
- All other duties as assigned
Basic Requirements:
- 3+ years of experience in HR as a HR Generalist or similar role.
- Specific experience working in the wealth management industry supporting W2 advisors including W2 advisor office transition, integration, recruiting, and success.
- Working knowledge of HR principles and procedures as well as intermediate understanding of the laws and regulations that govern the workforce.
- Strong interpersonal skills and the ability to build strong and lasting relationships with the employee base and management.
- Proficiency in Microsoft Office (especially Excel and PowerPoint) and Microsoft Outlook. Should be proficient and comfortable working with spreadsheets and data, ensuring data integrity and accuracy is maintained when working with Excel spreadsheets.
- Demonstrated ability to work under pressure, on tight deadlines, and with a variety of tasks with shifting priorities.
- Ability to communicate to employees at all levels, in a way they will understand.
- Exhibit ability to exercise sound judgment and knows when to escalate.
- Strong analytical, decision-making, and problem-solving skills.
- Excellent verbal and written communication skills.
- Ability to cope with and lead through frequent and unexpected changes.
- Mindset of continuous improvement.
Top Skills
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.
