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Full Time Osaic Wealth Jobs (NOW HIRING)

Osaic

IA Processing Specialist

Atlanta, GA · 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

Scottsdale, AZ · 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 ...

Advisor Group

Wealth Manager

Falls Church, VA · On-site

$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

VP, Advisor Engagement

Oakdale, MN · On-site

$150K - $175K/yr

... Osaic is open to remote applicants for this position. Role Type: Full-time, Exempt. 15-40% Travel ... Minimum 12 years of experience in wealth management, with familiarity across multiple firm ...

Osaic

IA Processing Specialist

Oakdale, MN · 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

VP, Advisor Engagement

La Vista, NE · On-site

$140K - $155K/yr

... Osaic is open toremoteapplicants for this position. Role Type: Full-time, Exempt. 15-40% Travel May ... Minimum 10 years of experience in wealth management, with familiarity across multiple firm ...

Osaic

VP, Advisor Engagement

Oakdale, MN · On-site

$140K - $155K/yr

... Osaic is open to remote applicants for this position. Role Type: Full-time, Exempt. 15-40% Travel ... Minimum 10 years of experience in wealth management, with familiarity across multiple firm ...

Osaic

VP, Advisor Engagement

Scottsdale, AZ · On-site

$140K - $155K/yr

... Osaic is open to remote applicants for this position. Role Type: Full-time, Exempt. 15-40% Travel ... Minimum 10 years of experience in wealth management, with familiarity across multiple firm ...

Osaic

VP, Advisor Engagement

Saint Petersburg, FL · On-site

$140K - $155K/yr

... Osaic is open to remote applicants for this position. Role Type: Full-time, Exempt. 15-40% Travel ... Minimum 10 years of experience in wealth management, with familiarity across multiple firm ...

Osaic

VP, Advisor Engagement

Atlanta, GA · On-site

$140K - $155K/yr

... Osaic is open to remote applicants for this position. Role Type: Full-time, Exempt. 15-40% Travel ... Minimum 10 years of experience in wealth management, with familiarity across multiple firm ...

Osaic

VP, Advisor Engagement

La Vista, NE · On-site

$140K - $155K/yr

... Osaic is open to remote applicants for this position. Role Type: Full-time, Exempt. 15-40% Travel ... Minimum 10 years of experience in wealth management, with familiarity across multiple firm ...

Osaic

VP, Advisor Engagement

Oakdale, MN · On-site

$140K - $155K/yr

... Osaic is open toremoteapplicants for this position. Role Type: Full-time, Exempt. 15-40% Travel May ... Minimum 10 years of experience in wealth management, with familiarity across multiple firm ...

Osaic

Vice President, Advisory Consulting

Atlanta, GA · On-site

$140K - $175K/yr

Wealth Management Sales Opportunity in Financial Services Vice President, Advisory Consulting ... Osaic is open to remote applicants for this position. Role Type: Full-time: 30-65% Travel May Be ...

Osaic

Vice President, Advisory Consulting

$140K - $175K/yr

Current Employees and Contractors Apply HereOsaic Careers Wealth Management Sales Opportunity in ... Osaic is open toremoteapplicants for this position. Role Type: Full-time: 30-65% Travel May Be ...

Osaic

VP, Advisor Engagement

Petersburg, VA · On-site

$140K - $155K/yr

... Osaic is open toremoteapplicants for this position. Role Type: Full-time, Exempt. 15-40% Travel May ... Minimum 10 years of experience in wealth management, with familiarity across multiple firm ...

Osaic

VP, Advisor Engagement

Scottsdale, AZ · On-site

$140K - $155K/yr

... Osaic is open toremoteapplicants for this position. Role Type: Full-time, Exempt. 15-40% Travel May ... Minimum 10 years of experience in wealth management, with familiarity across multiple firm ...

Osaic

Advisor Support Representative

La Vista, NE · Hybrid

$45K - $55K/yr

Osaic is not considering remote candidates at this time. Role Type: Full-time, Non-Exempt Schedule ... Envestnet / Wealth Management Platform Bachelor's degree in business, Finance or related field ...

Osaic

IA Processing Specialist

Saint Petersburg, FL · Hybrid

$53K - $55K/yr

Role Type: Full-time, Non-Exempt Salary: $53,000-$55,000 per year + annual performance-based bonus ... with Envestnet / Wealth Management Platform Equal Opportunity Employer Osaic is an equal ...

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Showing results 21-40

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.

IA Processing Specialist

Osaic

Atlanta, GA • Hybrid

$48K - $50K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 26 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

Current Employees and Contractors Apply HereOsaic Careers

Investment Advisory Processing Specialist

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Non-Exempt

Salary: $48,000-$50,000 per year + annual performance-based 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:

The Investment Advisory Processing Specialist uses comprehensive Investment Advisory and Broker dealer knowledge to complete processing tasks specific to advisory accounts. You will facilitate the opening and maintaining of the accounts on specialized advisory programs that include the Wealth Management Platform (WMP). You will utilize a ticketing system to complete requests sent from Financial Professionals (FP) and correspond through Support Center, email or direct phone calls. You will collaborate with other departments and work directly with Envestnet to find solutions. You will also work closely with the IA Support team to find opportunities to support, provide feedback, and improve processes.

Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations

Responsibilities:

  • Process incoming request that related to Investment Advisory.
  • Complete incoming request timely and accurately.
  • Ability to Pay close attention to detail
  • Driven to meet and exceed deadlines
  • Can work independently
  • Ability to organize, prioritize and handle multiple tasks within established timeframe.
  • Communicate professionally in writing or verbally with coworkers and FPs.
  • Can solve problems while considering company policies/procedures.
  • Create strong working relationships with advisors, their office staff, and peers across the firm.
  • Exercise judgment to avoid escalations.
  • Communicate and partner with others within the Osaic to resolve concerns and issues.
  • Analyze problems, take ownership of issues, and follow through to resolution.
  • Meet stated satisfaction, quality, and production goals.
  • Continuously learn and be flexible with industry changes

Education Requirements:

  • High School Diploma or GED required
  • Bachelor's degree in business, Finance or related field is preferred

Basic Requirements:

  • Minimum 1 years' experience of brokerage experience
  • Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience.
  • Proficient with NetX360, Wealth Management Platform, Streetscape, SalesForce, Windows Microsoft Excel, Word, Outlook and Internet
  • Ability to verbally communicate effectively with the Advisors regarding service issues.
  • Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides.

Preferred Requirements:

  • 1+ years of investment advisory support experience
  • Completion of the FINRA SIE exam
  • FINRA Series 7
  • Experience with Envestnet / Wealth Management Platform
Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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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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