ZipRecruiter

Log In

1

Osaic Wealth Jobs (NOW HIRING)

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 and trusted reputation of Osaic Wealth. We are seeking a client-focused financial services ...

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 and trusted reputation of Osaic Wealth. We are seeking a client-focused financial services ...

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 and trusted reputation of Osaic Wealth. We are seeking a client-focused financial services ...

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 and trusted reputation of Osaic Wealth. We are seeking a client-focused financial services ...

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 and trusted reputation of Osaic Wealth. We are seeking a client-focused financial services ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

Osaic Benefits. Summary: The Wealth Manager at CW Advisors serves as the primary relationship lead for client households, delivering comprehensive wealth management advice and overseeing the ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

Osaic Benefits. Summary: The Wealth Manager at CW Advisors serves as the primary relationship lead for client households, delivering comprehensive wealth management advice and overseeing the ...

Osaic

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

Osaic Benefits. Summary: The Wealth Manager at CW Advisors serves as the primary relationship lead for client households, delivering comprehensive wealth management advice and overseeing the ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

Osaic Benefits. Summary: The Wealth Manager at CW Advisors serves as the primary relationship lead for client households, delivering comprehensive wealth management advice and overseeing the ...

next page

Showing results 1-20

All JobsFinance and Insurance JobsOsaic Wealth Jobs

Osaic Wealth information

See salary details

$75K

$97.7K

$117K

How much do osaic wealth jobs pay per year?

As of Aug 20, 2026, the average yearly pay for 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 an Osaic Wealth?

An Osaic Wealth job typically involves working in financial services, offering investment, retirement, and wealth management solutions. Professionals in these roles may be financial advisors, analysts, or support staff helping clients manage their financial goals. They provide guidance on investment strategies, portfolio management, and financial planning. Osaic Wealth employees often work with individuals, businesses, and institutions to create personalized financial strategies.

What does a typical day look like for a financial advisor at Osaic Wealth?

A typical day for a financial advisor at Osaic Wealth involves meeting with clients to discuss their financial goals, developing and reviewing personalized investment portfolios, and staying updated on market trends and regulatory changes. Advisors also regularly collaborate with internal specialists, such as tax professionals and portfolio managers, to deliver holistic solutions. Balancing time between client communications, research, administrative tasks, and professional development is common. This dynamic environment offers variety and engagement while supporting advisors in delivering exceptional client service and continuous personal growth.

What are the key skills and qualifications needed to thrive in the Osaic Wealth position, and why are they important?

To thrive as a wealth management advisor at Osaic Wealth, you need a solid background in financial planning, investment strategies, and client relationship management, often supported by a bachelor’s degree in finance or a related field. Proficiency with financial analysis tools, CRM software, and certifications such as CFP or Series 7/66 is typically required. Excellent interpersonal skills, trustworthiness, and effective communication set top performers apart in this client-focused environment. These skills are essential for building long-term client relationships, delivering tailored financial solutions, and upholding Osaic Wealth’s reputation for service and expertise.

More about Osaic Wealth jobs

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 Osaic Wealth jobs?

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

What job categories do people searching Osaic Wealth jobs look for?

The top searched job categories for Osaic Wealth jobs are:

Osaic Wealth jobs near you
Infographic showing various Osaic Wealth job openings in the United States as of August 2026, with employment types broken down into 68% Full Time, 31% Part Time, and 1% Contract. Highlights an 90% Physical, 5% Hybrid, and 5% Remote 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

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Osaic logo

About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

View All Osaic Jobs

Apply