Senior Consultant: Fee-Based Planning Implementation Lead

Osaic; La Vista (NE); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Volunteer days

Job summary

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

The position is designed to proactively increase the percentage of advisors who offer

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.
• Advisor Policy, Procedure & Platform Guidance: Serve as a go-to resource for advisors and staff on fee-based financial planning policies, procedures, agreements, approved resources, and business processing platforms.
• Self-Service Resources & Informal Field Learning: Build and maintain practical self-service resources that help advisors and support staff navigate fee-based planning implementation more independently.
• Cross-Functional Partnership & Continuous Improvement: Partner with advisor training and development, compliance, operations, and product teams to improve the overall advisor experience related to fee-based planning.

Skills

Financial planning

Wealth management

Advisor-facing communication

Cross-functional collaboration

MS Office

AI capabilities

Tools

MS Office

AI capabilities

Job description

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

The position is designed to proactively increase the percentage of advisors who offer