Associate Financial Advisor jobs in United States
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Osaic · 15 hours ago

Associate Financial Advisor

positionFairfax, VA
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$70K/yr - $80K/yr

Osaic is a financial services company seeking an Associate Financial Advisor to provide essential support to wealth Advisors. The role involves meeting preparation, client service, data gathering, financial plan development, and workflow coordination to ensure a high-quality client experience.

Business DevelopmentFinancial ServicesWealth Management
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Ensure accurate, current client information for inputs used to develop and update comprehensive financial plans; assist Wealth Managers by supporting tax planning, cash flow management, retirement planning, estate planning, executive compensation, risk management and other areas as directed
Scheduling client meetings upon advisor request and producing standard meeting preparation materials
Actively participating in client meetings, taking notes, and entering documentation into Salesforce within 24 hours
Update financial planning software and checklists in Salesforce as needed
Drafting post‑meeting summary emails and outlining next steps for clients within 24 hours
Initiating follow‑up tasks after meetings, including investment changes, contribution/withdrawal processing, administrative updates, opportunity tracking, meeting cadence updates, and coordination with other professionals
Gathering client information and financial data, preparing financial reports and presentations, and responding to client inquiries
Supporting senior advisors with research on planning strategies, investment opportunities, and market trends
Participating in prospecting activities as appropriate and supporting relationship building with existing clients, prospective clients and centers of influence

Qualification

Financial planningClient serviceSalesforceCommunication skillsProfessionalismWillingness to learnInvestment knowledgeClient-first orientationOrganizational skillsTeam collaborationAttention to detail

Required

Bachelor's degree is required
Strong written and verbal communication skills
Ability to manage multiple tasks and communicate progress effectively
High attention to detail and strong organizational capability
Proficiency in standard office software; willingness to learn financial planning tools
Professionalism and client‑first orientation
Ability to work collaboratively within a team environment

Preferred

Experience in financial services or client service roles
Foundational understanding of investment and planning concepts
Interest in pursuing professional certifications such as CFP

Benefits

Health, vision, dental insurance
401k
Paid time away
Volunteer days

Company

Osaic

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Osaic provides the support, resources, and community designed for the future of wealth management.
dateFounded in 2016
location
Phoenix, Arizona, USA
people-size1001-5000 employees
web-link
https://osaic.com/

Funding

Current Stage
Late Stage

Leadership Team

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Jamie Price
Chief Executive Officer
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Kristy Britt
CFO
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Recent News

Business Wire
Osaic Deepens Commitment to Advisor Development with Enhanced Wealth Advisor Academy and Financial Planning Jump Start Programs
2026-01-16
Business Wire
FINRA Orders American Portfolios Financial Services to Pay $4.6 Million in Restitution for Overcollection of Fees, Retention of Surplus Interest
2025-12-31
Private Banker International
Harris Evans launches new US wealth manager Coin and Seed
2025-12-30
Company data provided by crunchbase