Fee-Based Planning Implementation Specialist

Osaic; Saint Petersburg (FL); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Restaurant d'entreprise

Indemnités de stage/alternance

Job summary

Osaic is seeking a Senior Consultant to help advisors implement fee-based financial planning in a scalable, compliant way. You will serve as the primary resource for policies, procedures, agreements, platforms, and best practices tied to fee-for-advice services, focusing on practical adoption. This hybrid, full-time role is based near one of our hubs, including St.

Petersburg, FL. Candidates should have 5–10 years in financial services and strong advisor-facing communication, with

Qualifications

• 5-10 years in financial services with advisor-facing roles
• Strong understanding of fee-based planning and wealth management
• Excellent advisor-facing communication and interpersonal skills

Responsibilities

• Support advisor rollout and adoption of fee-based planning
• Provide policy, procedure and platform guidance
• Create self-service resources and host informal learning sessions
• Partner with compliance, operations and product teams to improve advisor experience

Skills

Financial planning

Advisor-facing roles

Cross-functional collaboration

MS Office

Communication skills

AI capabilities familiarity

Tools

MS Office

AI tools awareness

Job description

Osaic is seeking a Senior Consultant to help advisors implement fee-based financial planning in a scalable, compliant way. You will serve as the primary resource for policies, procedures, agreements, platforms, and best practices tied to fee-for-advice services, focusing on practical adoption. This hybrid, full-time role is based near one of our hubs, including St.

Petersburg, FL. Candidates should have 5–10 years in financial services and strong advisor-facing communication, with