Osaic · 1 day ago
Internal Advisory Transitions Associate
Atlanta, GA
Full-time
Hybrid
Mid Level
$50K/yr - $60K/yr
3+ years expOsaic is a company in the financial services sector, and they are seeking an Internal Advisory Transitions Associate to support their Advisory Consulting Team. The role focuses on facilitating asset movement onto Osaic’s Wealth Management Platform and involves proactive outreach to financial advisors, as well as diligent follow-up on referrals from team members.
Business DevelopmentFinancial ServicesWealth Management
No H1B
U.S. Citizen Only
Responsibilities
Provide leading service and support experience for our advisors on WMP program and manager selection
Provide overflow assistance with inbound calls and inquiries from financial advisors via the internal sales queue
Analyze, create, and complete a business plan to move accounts effectively and seamlessly onto the WMP Platform
Serve as the primary point of contact for assets transitioning to the Wealth Management Platform. Able to collaborate seamlessly with various teams within Osaic to complete asset shift
Consistent and expedited follow-up on asset transition leads/opportunities as provided by other members of the Consulting Team
Accurately log and track all advisor interactions in the CRM system (Salesforce)
Support advisor engagement campaigns by participating in outbound call efforts and promoting upcoming events
Develop working knowledge of the Wealth Management Platform, investment options, and advisory best practices
Collaborate with senior consultants to ensure a seamless handoff and high-quality advisor experience
Participate in regular team meetings and training sessions to enhance platform and sales expertise
All other duties as assigned
Qualification
Required
A minimum of a high school diploma or equivalent is required
Minimum 3 years' wealth management or securities industry experience
1-2 years' experience in sales, business development or client facing financial services role
Active FINRA Series 7 license, or successful completion within 6 months of hire
Strong phone presence with a professional, confident, and engaging communication style
Eagerness to learn investment advisory concepts and platforms
Highly organized with attention to detail and the ability to manage multiple tasks
Comfortable working in a fast-paced, team-oriented sales environment
Proficiency in Microsoft Office, especially Excel and Outlook
Ability to document interactions and manage follow-ups in CRM tools
Sales-minded attitude with curiosity and resilience
Preferred
A Bachelor's degree in Business, Finance, Economics is preferred
Investment advisory support experience
Completion of the FINRA SIE exam
Experience with Envestnet / Wealth Management Platform
Experience with Salesforce
Benefits
Health, vision, dental insurance
401k
Vacation and sick time
Volunteer days
And much more
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
Chief Financial Officer
Recent News
Private Banker International
2025-12-30
Company data provided by crunchbase