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Full Time Osaic Wealth Jobs (NOW HIRING)

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000-$75,000 ... Osaic Benefits. Summary: Join us as we launch an exciting new advisory team backed by the strength ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000-$75,000 ... Osaic Benefits. Summary: Join us as we launch an exciting new advisory team backed by the strength ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000-$75,000 ... Osaic Benefits. Summary: Join us as we launch an exciting new advisory team backed by the strength ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 ... CW Advisors & Osaic are not considering remote candidates at this time. Role Type: Full time Salary ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 ... CW Advisors & Osaic are not considering remote candidates at this time. Role Type: Full time Salary ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

CW Advisors & Osaic are not considering remote candidates at this time. Role Type: Full time Salary ... The Wealth Manager at CW Advisors serves as the primary relationship lead for client households ...

Osaic

IA Processing Specialist

Atlanta, GA · Hybrid

$48K - $50K/yr

Role Type: Full-time, Non-Exempt Salary: $48,000-$50,000 per year + annual performance-based bonus ... with Envestnet / Wealth Management Platform Equal Opportunity Employer Osaic is an equal ...

Osaic

SVP, Business Development

Oakdale, MN · On-site

$160K - $185K/yr

Role Type: Full-time: 50-75% Travel May Be Required Salary: $160,000 - $185,000 per year + sales ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...

Osaic

SVP, Business Development

Atlanta, GA · On-site

$160K - $185K/yr

Role Type: Full-time: 50-75% Travel May Be Required Salary: $160,000 - $185,000 per year + sales ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...

Osaic

SVP, Business Development

Scottsdale, AZ · On-site

$160K - $185K/yr

Role Type: Full-time: 50-75% Travel May Be Required Salary: $160,000 - $185,000 per year + sales ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...

Osaic

SVP, Business Development

Petersburg, VA · On-site

$160K - $185K/yr

Role Type: Full-time: 50-75% Travel May Be Required Salary: $160,000 - $185,000 per year + sales ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...

Osaic

SVP, Business Development

Atlanta, GA · On-site

$160K - $185K/yr

Role Type: Full-time: 50-75% Travel May Be Required Salary: $160,000 - $185,000 per year + sales ... Responsibilities: Represent Osaic and our Wealth Management Firms, starting with a deep ...

Osaic

SVP, Business Development

Saint Petersburg, FL · On-site

$160K - $185K/yr

Role Type: Full-time: 50-75% Travel May Be Required Salary: $160,000 - $185,000 per year + sales ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...

Osaic

SVP, Business Development

La Vista, NE · On-site

$160K - $185K/yr

Role Type: Full-time: 50-75% Travel May Be Required Salary: $160,000 - $185,000 per year + sales ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...

Osaic

SVP, Business Development

Atlanta, GA · On-site

$160K - $185K/yr

Role Type: Full-time: 50-75% Travel May Be Required Salary: $160,000 - $185,000 per year + sales ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...

Osaic

SVP, Business Development

La Vista, NE · On-site

$160K - $185K/yr

Role Type: Full-time: 50-75% Travel May Be Required Salary: $160,000 - $185,000 per year + sales ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...

Osaic

IA Processing Specialist

La Vista, NE · Hybrid

$48K - $50K/yr

W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule ... Role Type: Full-time, Non-Exempt Salary: $48,000-$50,000 per year + annual performance-based bonus ...

Osaic

IA Processing Specialist

Petersburg, VA · Hybrid

$48K - $50K/yr

W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule ... Role Type: Full-time, Non-Exempt Salary: $48,000-$50,000 per year + annual performance-based bonus ...

Osaic

SVP, Business Development

Oakdale, MN · On-site

$160K - $185K/yr

Role Type: Full-time: 50-75% Travel May Be Required Salary: $160,000 - $185,000 per year + sales ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...

Osaic

SVP, Business Development

Scottsdale, AZ · On-site

$160K - $185K/yr

Role Type: Full-time: 50-75% Travel May Be Required Salary: $160,000 - $185,000 per year + sales ... Responsibilities: * Represent Osaic and our Wealth Management Firms, starting with a deep ...

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All JobsFinance and Insurance JobsFull Time Osaic Wealth Jobs

Full Time Osaic Wealth information

See salary details

$75K

$97.7K

$117K

How much do full time osaic wealth jobs pay per year?

As of Aug 20, 2026, the average yearly pay for full time osaic wealth in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What is a full time Osaic Wealth advisor?

A Full Time Osaic Wealth advisor is a financial professional employed by Osaic Wealth, a brokerage and investment advisory firm. Their primary role is to help clients manage their investments, plan for retirement, and achieve other financial goals by providing personalized advice and recommending suitable financial products. Full-time advisors typically work regular business hours and may meet with clients in person or virtually. They must stay current with market trends, regulations, and financial planning strategies to best serve their clients' interests.

What types of clients and financial products will I typically work with as a full time advisor at Osaic Wealth?

As a full-time advisor at Osaic Wealth, you will typically engage with a diverse range of clients, including individuals, families, and small businesses seeking comprehensive financial planning and investment advice. Your daily responsibilities may include assessing clients' financial goals, recommending investment products such as mutual funds, annuities, insurance, and retirement plans, and providing ongoing portfolio management. You will also collaborate closely with other advisors, compliance teams, and support staff to deliver holistic financial solutions while adhering to industry regulations. This dynamic environment offers opportunities to deepen your expertise and advance into senior advisory or management roles over time.

What are the key skills and qualifications needed to thrive as a financial advisor at Osaic Wealth, and why are they important?

To thrive as a Financial Advisor at Osaic Wealth, you need a solid background in finance or economics, relevant certifications such as FINRA Series 7 and 66 licenses, and a proven understanding of investment strategies. Familiarity with financial planning software, CRM systems, and portfolio management tools is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help professionals excel in this client-focused role. These skills are essential for building lasting client relationships, ensuring regulatory compliance, and delivering tailored financial solutions.

What is the difference between Full Time Osaic Wealth vs Financial Advisor?

AspectFull Time Osaic WealthFinancial Advisor
CredentialsSeries 7, 66, or 63 licenses, CFP often preferredSeries 7, 66, or 63 licenses, CFP preferred
Work EnvironmentCorporate office or remote, supporting Osaic platformIndependent or firm-based, client-facing
Employer & IndustryOsaic Financial Services, wealth management industryVarious financial firms, wealth management industry

Full Time Osaic Wealth professionals typically work within Osaic's corporate environment, focusing on supporting clients through the Osaic platform, often requiring specific licenses. Financial Advisors may work independently or within firms, directly managing client portfolios. Both roles require similar credentials but differ mainly in work setting and client interaction style.

More about Full Time Osaic Wealth jobs

What cities are hiring for Full Time Osaic Wealth jobs?

Cities with the most Full Time Osaic Wealth job openings:

What are the most commonly searched types of Osaic Wealth jobs?

The most popular types of Osaic Wealth jobs are:

What states have the most Full Time Osaic Wealth jobs?

States with the most job openings for Full Time Osaic Wealth jobs include:

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Full Time Osaic Wealth jobs near you
Infographic showing various Full Time Osaic Wealth job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $97,727 per year, or $47 per hour.

Client Service Wealth Associate

Osaic

Boston, MA • On-site

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 4 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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