Osaic · 17 hours ago
Investment Advisory Specialist
St. Petersburg, FL
Full-time
Hybrid
Entry, Mid Level
$40K/yr - $48K/yr
2+ years expOsaic is a financial services company seeking an Investment Advisory Specialist. In this role, you will assist advisors and clients with operational and service activities for advisory accounts, ensuring exceptional service and support in every interaction.
Business DevelopmentFinancial ServicesWealth Management
No H1B
Responsibilities
Provide leading service and support experiences for our advisors while answering questions, researching issues and completing transactions
Support both brokerage and investment advisory needs dynamically across channels – phone; with product, platform and process knowledge
Assist with navigation in advisory platforms including: Envestnet (WMP), as well as core business platforms including Pershing(NetX), Envestnet, etc
Create strong working relationships with advisors, their office staff and peers across the firm
Demonstrate critical thinking and problem-solving skills to identify our customers stated and unstated needs to deliver required outcomes with exceptional experience
Educate advisors where to find online information and other self-serve solutions
Meet stated satisfaction, quality and production goals
Log interactions within CRM system for most interactions to capture notes and other relevant information for future support needs
Keep up to date on changes to industry and business processes
Qualification
Required
Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. A minimum high school diploma or equivalent is required
2+ years of experience in financial services operations or broker-dealer setting
2+ years working in a customer service operation or contact center
Proficiency with Microsoft Windows, Word, Excel, Outlook and Internet Explorer
Proficiency working in a CRM system
Experience with Pershing Netx360 and Envestnet platforms
A friendly and professional demeanor
Excellent communication and organization/multi-tasking skills
Strong customer focus orientation
Ability to work quickly and accurately while under pressure
Preferred
4+ years of related brokerage experience
1+ years of investment advisory experience
Experience with Envestnet / Wealth Management Platform
Completion of the FINRA SIE exam
Benefits
Annual performance-based bonus
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
CFO
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase