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From Home Osaic Wealth Jobs (NOW HIRING)

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type ... Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Osaic Benefits. Summary: Join us as we launch an exciting new advisory team backed by the strength ... from start to finish. Education & Licensing Requirements: * High school diploma or GED required

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type ... Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Osaic Benefits. Summary: Join us as we launch an exciting new advisory team backed by the strength ... from start to finish. Education & Licensing Requirements: * High school diploma or GED required

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Osaic Benefits. Summary: Join us as we launch an exciting new advisory team backed by the strength ... from start to finish. Education & Licensing Requirements: * High school diploma or GED required

Osaic

Osaic is seeking a Vice President, Advisory Consulting to lead field-based regional sales and ... home office sales strategy. Reports to SVP, Advisory Consulting. #J-18808-Ljbffr

Osaic

Vice President, Advisory Consulting

Atlanta, GA

$140K - $175K/yr

Wealth Management Sales Opportunity in Financial Services Vice President, Advisory Consulting ... Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for ...

Osaic

Vice President, Advisory Consulting

Philadelphia, PA · On-site

$140K - $175K/yr

Current Employees and Contractors Apply HereOsaic Careers Wealth Management Sales Opportunity in ... Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days ...

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From Home Osaic Wealth information

What is a from home Osaic Wealth job?

A 'From Home Osaic Wealth' job typically refers to remote positions offered by Osaic Wealth, a financial services firm, where employees or financial advisors can work from their home office. These roles may involve providing financial advice, managing client portfolios, or supporting administrative functions, all carried out remotely. Working from home allows for flexibility and the ability to serve clients virtually, while still maintaining the professional standards and compliance required in the financial industry.

How does working remotely as a financial advisor with Osaic Wealth impact daily collaboration and client management?

As a remote financial advisor with Osaic Wealth, you will leverage digital tools to maintain regular communication with both clients and your team. Daily responsibilities often include virtual meetings, portfolio reviews, and responding promptly to client inquiries. While you have autonomy over your schedule, you'll also collaborate closely with compliance, operations, and other advisors through video calls, email, and internal platforms. This structure supports flexibility, but requires strong self-discipline and proactive communication to ensure client satisfaction and team cohesion.

What are the key skills and qualifications needed to thrive as a financial advisor at Osaic Wealth working from home?

To thrive as a Financial Advisor at Osaic Wealth in a remote setting, you need a solid background in finance, investment strategies, and a relevant license such as Series 7 and 66 or equivalent. Familiarity with financial planning software, CRM platforms, and secure communication tools is typically required. Outstanding client relationship skills, self-motivation, and strong ethical standards are crucial for building trust and managing client portfolios independently. These skills are vital for delivering effective financial guidance, maintaining regulatory compliance, and fostering long-term client relationships in a virtual environment.

What is the difference between From Home Osaic Wealth vs Financial Advisor?

AspectFrom Home Osaic WealthFinancial Advisor
CredentialsSeries 7, Series 66, or 63 licenses; CFP certification preferredSeries 7, Series 66, or 63 licenses; CFP certification often required
Work EnvironmentRemote, home-based setting with client virtual meetingsTypically office-based or hybrid; client meetings in person or virtual
Employer & IndustryOsaic Wealth, financial services industry, investment managementVarious firms, financial services industry, investment and wealth management

From Home Osaic Wealth and Financial Advisor roles share similar credentials and industry context. The main difference lies in the work environment, with From Home Osaic Wealth primarily working remotely from home, while Financial Advisors may work in offices or hybrid settings. Both roles focus on client financial planning and investment management, making them closely related career options.

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From Home Osaic Wealth jobs near you
Infographic showing various From Home Osaic Wealth job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 22% Part Time, and 3% Contract. Highlights an 75% Physical, 1% Hybrid, and 24% Remote job distribution.

Client Service Wealth Associate

Osaic

Boston, MA • On-site

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 5 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Client Service Wealth Associate

Location(s): Boston - 175 Federal St., Boston, MA 02110

Role Type: Full-time, Non-Exempt

Salary: $65,000–$75,000 annually + eligibility for an annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary:

Join us as we launch an exciting new advisory team backed by the strength and trusted reputation of Osaic Wealth. We are seeking a client-focused financial services professional who excels in delivering exceptional service, ensuring accurate account management, and supporting operational excellence.

In this role, you will serve as a primary point of contact for retail investment clients—guiding them through account needs, onboarding processes, and documentation requirements. You will partner closely with internal teams and Wealth Consultants to create a seamless, high‑quality client experience from start to finish.

Education & Licensing Requirements:

  • High school diploma or GED required

  • Bachelor’s degree or coursework in Business, Finance, Economics, Accounting, or related fields preferred

  • FINRA SIE, Series 6, Series 63, and Series 65 or 66 required, or must be obtained within:

    • 60 days of hire: SIE, Series 6, and Series 63

    • 90 days of hire: Series 65 or 66

  • Series 7 preferred

Responsibilities:

  • Serve as a primary point of contact for clients, providing timely, professional support via phone, email, and video appointments. Offer clear guidance and education on account-related topics to ensure an exceptional experience.

  • Assist clients with account openings, transfers, transactions, and ongoing maintenance while adhering to all firm and regulatory compliance requirements.

  • Prepare, review, and maintain accurate account documentation, including proposals, forms, statements, and performance reports, ensuring all information is complete and compliant.

  • Collaborate closely with Wealth Consultants and internal business partners to support the delivery of customized financial solutions and high‑quality service.

  • Lead the onboarding process for new clients, ensuring a smooth transition, clear communication, and proper account setup and documentation.

  • Address client questions and concerns promptly; identify solutions and escalate complex matters as needed to ensure timely resolution.

  • Provide essential administrative support, including scheduling appointments, maintaining organized and current client records, preparing internal and client-facing reports, and supporting daily office operations.

Basic Requirements:

  • 1–3+ years of experience in the financial services industry, ideally in client service, operations, or a wealth management support role.

  • Strong client‑centric mindset with a commitment to delivering exceptional service.

  • Excellent verbal and written communication skills, including a polished phone presence and the ability to clearly explain financial concepts.

  • Demonstrated experience supporting client account activities: openings, transfers, transactions, documentation review, and ongoing maintenance.

  • Strong problem‑solving skills and sound judgment, with the ability to resolve issues or escalate as appropriate.

  • Proficiency with CRM/document management systems, video meeting tools, and Microsoft Office (or equivalent).

Preferred Requirements:

  • Background in retail investments or wealth management

  • Familiarity with KYC standards, documentation processes, and internal control/compliance requirements

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.

What Osaic employees say

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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