Sr. Consultant, Fee Based Planning Implementation

Advisor Group; La Vista (NE); On-site; USD 120,000 - 160,000; Full time

Job summary

Osaic seeks a Senior Consultant to implement fee-based financial planning across advisor teams, focusing on practical guidance, policies, and platforms. The role drives adoption of fee-based services through informal learning and rollout support, collaborating with compliance, operations, and product teams.

The position emphasizes hands-on implementation, self-service resources, and scalable practices to increase the share of fee-for-service advisory engagements within the firm.

Qualifications

• 5–10 years of experience in financial services, with a focus on advisor-facing roles
• Strong understanding of financial planning and fee-based planning
• Excellent organizational and time-management abilities
• Strong advisor-facing communication and interpersonal skills
• Ability to partner across teams and support rollout efforts
• Proficiency in MS Office; AI capabilities a plus

Responsibilities

• Respond to advisor and staff questions on launching, managing, and scaling fee-based planning services.
• Provide policy, procedure, and platform guidance for fee-based planning.
• Create self-service resources and lead informal learning (office hours, study groups, peer forums).
• Partner with training, compliance, operations, and product teams to improve the advisor experience with fee-based planning.

Skills

Financial services

Advisor-facing

Organizational skills

Communication

Cross-functional collaboration

MS Office

Job description

Senior Consultant Financial Planning Opportunity in Financial Services

Senior Consultant, Fee-based Planning Implementation

Location(s):

18700 N. Hayden Rd Suite 255 Scottsdale, AZ 85255

2300 Windy Ridge Parkway, Atlanta, GA 30339

7755 Third Street North, Oakdale, MN 55128

877 Executive Center Drive West, St. Petersburg, FL 33702

850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312

12325 Port Grace Boulevard, La Vista, NE 68128

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type:

Full time

Summary:

We are seeking a senior consultant who can help advisors and their teams implement fee-based financial planning in a way that is practical, compliant, and scalable. This role will serve as a primary resource for advisor questions related to 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 fee-for-service advice by providing deep, specialized guidance in this area rather than broad-based training across topics. Success in this role will be measured by the ability to help more advisors adopt fee-based planning and expand their confidence in delivering comprehensive advice services that align to evolving client expectations. While this role will collaborate closely with cross functional departments and teams, it will remain distinct by focusing on informal learning opportunities, implementation support, self-service resources, and ownership of selected rollout activities that help advisors put fee-based planning into practice.

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.

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. Help advisors understand how to structure and implement fee-for-planning services within firm guidelines and established best practices.

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. Lead informal, primarily virtual learning opportunities such as office hours, study groups, peer-sharing forums, and targeted guidance sessions, with occasional facilitation of breakout sessions at national meetings or other advisor events.

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. Contribute subject matter expertise and field insight to formal learning programs where appropriate, while maintaining distinct ownership for deep fee-for-advice implementation guidance, informal learning opportunities, adoption initiatives, and practical business support.

Required 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

Preferred Qualifications:

• Experience in financial planning consulting or other advisor-facing consulting roles
• Familiarity with fee-based planning business models, agreements, and advisor implementation practices
• Familiarity with operations and compliance considerations related to fee-for-advice services
• Experience facilitating virtual learning sessions, peer forums, or breakout sessions for advisor audiences

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.