Wealth Management Sales Opportunity in Financial Services
Internal Advisory Consultant
Location(s):
2300 Windy Ridge Parkway, Atlanta, GA 30339
877 Executive Center Drive West, St. Petersburg, FL 33702
7755 Third Street North, Oakdale, MN 55128
12325 Port Grace Boulevard, La Vista, NE 68128
18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.
Role Type: Full-Time
Salary: $65,000 - $75,000 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
Role Type: Full time
Summary:
The Internal Advisory Consultant role will be responsible for the internal wealth management sales effort for a specific region. In this capacity, they will partner with the dedicated Regional Consultant in promoting the adoption and use of the firm’s Wealth Management Platform (WMP). The Internal Advisory Consultant will report to the VP – Investment Advisory Consulting.
Responsibilities:
- Field platform related inquiries through the internal sales call queue. The scope of calls received is designed to be focused on platform knowledge development and sales-related topics (e.g. program and manager selection).
- Leverage expansive platform knowledge to convert inquiries into sales opportunities.
- Execute a proactive lead generation strategy and conduct data analysis to identify sales opportunities in their region. Work in partnership with the Regional Consultant in order to drive sales, grow regional AUM, and support the retention of advisors.
- Consult advisors on the structure of their advisory businesses, adoption of the right programs for optimal productivity and efficiency, and selection of appropriate investment solutions across strategists and managers. Overcoming objections and changing advisor behavior are skills that are integral in this role.
- Educate and develop advisors to evolve and grow their businesses. Concepts outside of platform education and investments will include, but not limited to, client segmentation, outsourcing to strategists, adoption of financial planning, and fee setting.
- Engage advisors with non-advisory business models to convert advisor businesses to fees.
- Participate in call campaigns to highlight benefits of WMP, new enhancements, managers etc.
- Promote all national and regional field meetings related to WMP as well as corporate events such as national conferences and regional events. (Attendance at these events may be required)
- Log all interactions into firm’s CRM system.
- 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 3 years’ experience of brokerage experience
- Proficient with NetX360, Wealth Management Platform, Streetscape, SalesForce, Windows Microsoft Excel, Word, Outlook and Internet
- Ability to verbally communicate effectively with the Advisors regarding service issues.
- Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides.
- Enthusiastic sales-focused personality - bold attitude regarding business development
- Quick learner and ability to introduce a complex subject matter in clear articulate fashion
- Experience in lead qualification, pre-call planning, scripting, and execution of call campaigns
- Ability to work independently with high level of organization and time management skills
- Tenacity to make calls and generate desired outcomes
- Proficient in Excel, including creation and maintenance of tracking spreadsheets
- Knowledgeable on financial services and key wealth management concepts
Preferred Requirements:
- FINRA Series 7 and/or Series 66
- Experience with Envestnet platform
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.
