Internal Advisory Transitions Consultant

Osaic

Atlanta, GA, US
Base: $50,000 - $60,000 py; bonus/equity: quarterl...
Hybrid
Active finra series 7 license or completion within 6 months
Minimum 3 years wealth management experience
1-2 years sales or business development experience
This entry-level role focuses on facilitating asset movement onto Osaic's Wealth Management Platform through proactive outreach to financial advisors

Job Summary

  • This entry-level role focuses on facilitating asset movement onto Osaic's Wealth Management Platform through proactive outreach to financial advisors.
  • The position requires analyzing data to create business plans that move accounts effectively while serving as the primary point of contact for transitioning assets.
  • Employees benefit from a competitive salary range of $50,000 to $60,000 plus quarterly sales incentives, along with comprehensive health and retirement benefits.

Matching Summary

This entry-level role focuses on facilitating asset movement onto Osaic's Wealth Management Platform through proactive outreach to financial advisors.

Salary

Base: $50,000 - $60,000 per year; Bonus/Equity: Quarterly sales incentive compensation; Benefits: Health, vision, dental, 401k, vacation, sick time, volunteer days

Skills & Requirements

Must-have

  • Active FINRA Series 7 license or completion within 6 months
  • Minimum 3 years wealth management experience
  • 1-2 years sales or business development experience
  • Hybrid work schedule requiring 4 days in office weekly

Nice-to-have

  • Strong phone presence with professional communication style
  • Eagerness to learn investment advisory concepts
  • Highly organized with attention to detail
  • Sales-minded attitude with curiosity and resilience

Key Requirements

  • Bachelor's degree preferred or equivalent experience
  • Proficiency in Microsoft Office and Salesforce CRM
  • Ability to manage multiple tasks in a fast-paced environment

Work Rights

Not specified

Tailored Resume

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