Associate Financial Advisor

Osaic is a company in the wealth management sector, seeking an Associate Financial Advisor to support Wealth Advisors. The role involves meeting preparation, client service, data gathering, and financial plan development to ensure a high-quality client experience.

Responsibilities

• Ensure accurate, current client information for inputs used to develop and update comprehensive financial plans; assist Wealth Managers by supporting tax planning, cash flow management, retirement planning, estate planning, executive compensation, risk management and other areas as directed
• Scheduling client meetings upon advisor request and producing standard meeting preparation materials
• Actively participating in client meetings, taking notes, and entering documentation into Salesforce within 24 hours
• Update financial planning software and checklists in Salesforce as needed
• Drafting post‑meeting summary emails and outlining next steps for clients within 24 hours
• Initiating follow‑up tasks after meetings, including investment changes, contribution/withdrawal processing, administrative updates, opportunity tracking, meeting cadence updates, and coordination with other professionals
• Gathering client information and financial data, preparing financial reports and presentations, and responding to client inquiries
• Supporting senior advisors with research on planning strategies, investment opportunities, and market trends
• Participating in prospecting activities as appropriate and supporting relationship building with existing clients, prospective clients and centers of influence

Skills

• Bachelor's degree is required
• Strong written and verbal communication skills
• Ability to manage multiple tasks and communicate progress effectively
• High attention to detail and strong organizational capability
• Proficiency in standard office software; willingness to learn financial planning tools
• Professionalism and client‑first orientation
• Ability to work collaboratively within a team environment
• Experience in financial services or client service roles
• Foundational understanding of investment and planning concepts
• Interest in pursuing professional certifications such as CFP

Benefits

• Health, vision, dental insurance
• 401k
• Paid time away
• Volunteer days

Company Overview

Company H1B Sponsorship