Fee-Based Planning Implementation Lead

Osaic; Oakdale (MN); Hybrid; USD 100,000 - 130,000; Full time

Job summary

Osaic is seeking a senior consultant who helps advisors implement fee-based financial planning in a practical, compliant, and scalable way. This role serves as the primary resource for advisor questions related to policies, procedures, agreements, platforms, and best practices tied to fee-for-advice services, with a focus on comprehensive planning that begins with a fee.

The position increases the percentage of advisors offering fee-for-service advice by providing deep, specialized guidance and

Qualifications

• 5-10 years of experience in financial services, with a strong preference for financial planning consulting or other advisor-facing roles
• Strong understanding of the financial planning process, wealth management, and the practical implementation of fee-based or fee-for-advice services
• Strong organizational skills with the ability to manage multiple priorities, support rollout activities, and respond to time-sensitive advisor needs
• Excellent advisor-facing communication and interpersonal skills, with the ability to translate best practices into practical, easy-to-apply guidance
• Ability to partner effectively across teams and contribute to rollout efforts that support advisor adoption of fee-based planning
• Proficiency in MS Office, familiar with AI capabilities a plus

Responsibilities

• Advisor Implementation Support, Adoption & Rollout Execution: Respond to advisor and staff questions on how to launch, manage, and scale fee-based planning services within their business.
• Take a proactive role in increasing adoption by identifying advisor segments with the greatest opportunity, supporting selected rollout plans, and helping more advisors toward offering fee-for-service advice and comprehensive planning engagements.

Skills

Financial planning

Advisor-facing communication

Project management

Cross-functional collaboration

MS Office proficiency

Time sensitivity management

Tools

MS Office

AI capabilities

Job description

Osaic is seeking a senior consultant who helps advisors implement fee-based financial planning in a practical, compliant, and scalable way. This role serves as the primary resource for advisor questions related to policies, procedures, agreements, platforms, and best practices tied to fee-for-advice services, with a focus on comprehensive planning that begins with a fee.

The position increases the percentage of advisors offering fee-for-service advice by providing deep, specialized guidance and