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Osaic Wealth Jobs (NOW HIRING)

Osaic

Wealth Manager

Falls Church, VA · Hybrid

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

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

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

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

Financial Professional

Fresno, CA · On-site

Osaic Benefits. Summary: The Financial Professional serves as a trusted advisor to clients, providing comprehensive financial planning, investment guidance, and wealth management solutions. This role ...

Osaic

Financial Professional

Fresno, CA · On-site

Osaic Benefits. Summary: The Financial Professional serves as a trusted advisor to clients, providing comprehensive financial planning, investment guidance, and wealth management solutions. This role ...

Osaic

SVP, Business Development

Atlanta, GA · On-site

$160K - $185K/yr

Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions ...

Osaic

SVP, Business Development

Saint Petersburg, FL · On-site

$160K - $185K/yr

Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions ...

Osaic

SVP, Business Development

Oakdale, MN · On-site

$160K - $185K/yr

Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions ...

Osaic

SVP, Business Development

Petersburg, VA · On-site

$160K - $185K/yr

Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions ...

Osaic

SVP, Business Development

La Vista, NE · On-site

$160K - $185K/yr

Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions ...

Osaic

SVP, Business Development

La Vista, NE · On-site

$160K - $185K/yr

Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions ...

Osaic

SVP, Business Development

Atlanta, GA · On-site

$160K - $185K/yr

Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions ...

Osaic

SVP, Business Development

Scottsdale, AZ · On-site

$160K - $185K/yr

Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions ...

Osaic

VP, Advisor Engagement

Oakdale, MN · On-site

$140K - $155K/yr

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... 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 has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... 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

VP, Advisor Engagement

Petersburg, VA · On-site

$140K - $155K/yr

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the ... Minimum 10 years of experience in wealth management, with familiarity across multiple firm ...

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Osaic Wealth information

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$75K

$97.7K

$117K

How much do osaic wealth jobs pay per year?

As of Sep 15, 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?

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Osaic Wealth jobs near you
Infographic showing various Osaic Wealth job openings in the United States as of September 2026, with employment types broken down into 40% Full Time, 59% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.

Paraplanner

Marlborough, MA • On-site

TalentLink Solutions
Finance and Insurance • 11 - 50 employees
Learn more about TalentLink Solutionsexternal

$70K - $85K/yr

Full-time

PTO

Re-posted 7 days ago

Job description

Some people see numbers. You see the story behind them. Others might call you analytical. We might call you "right for this role!"
If you enjoy solving financial puzzles, creating meaningful plans, and helping clients make informed decisions, you'll fit right in. This role combines analytical thinking, attention to detail, and a passion for turning complex financial information into clear, actionable recommendations.
We are an established full-service financial planning and wealth management firm. Our Mission is to help our clients and their families find balance in their financial lives, aligning their money with what they value most, through developing comprehensive financial plans.
JOB SUMMARY
As a Paraplanner, you will partner with the firm's financial advisors to prepare financial analyses, develop comprehensive written financial plans for client presentations, and support the delivery of personalized planning recommendations to clients. You'll leverage financial planning and investment management software to research planning strategies, prepare meeting materials, and take ownership of follow through on action items while continuing to build your knowledge of wealth management fundamentals.
A working knowledge of portfolio allocation, investment management, and general financial planning is expected, while experience with insurance products and annuities is a plus. This role also includes supporting routine projects between client meetings to help ensure an exceptional client experience.
DUTIES & RESPONSIBILITIES:
  • Assist advisors in preparing for client meetings including communication and follow-up of resulting action items
  • Prepare and analyze information and develop reports in preparation for presentation to clients by employing extensive computer skills
  • Input data to produce accurate financial plans and investment reports
  • Assist in rebalancing portfolios in accordance with client objectives (if securities licensed)
  • Research potential solutions for financial planning gaps, for presentation to the financial advisor
  • Partner with advisors and team members to deliver an exceptional client experience through proactive communication, organization, and follow-through
  • Trouble-shoot problems, organize meetings, serve as liaison between advisor and client or between advisor and the team as needed
  • Maintain accurate records while adhering to regulatory, compliance, and firm standards
  • Complete additional projects and responsibilities as assigned

QUALIFICATIONS & SKILLS:
  • 3+ years of experience in financial services preferred, with a working knowledge of investments, portfolio management, insurance, annuities, taxation, and general financial planning; securities and/or insurance licensing is a plus
  • Experience with CRM and financial planning software preferred (Redtail and eMoney experience a plus)
  • Strong technology skills, including proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint), experience with financial planning technology, and the ability to quickly learn new software applications
  • Team-oriented professional with a passion for serving clients and building trusted relationships, while demonstrating the initiative to work independently and collaborate effectively in a mentoring environment
  • Exceptional attention to detail with strong analytical, problem-solving, organizational, and critical thinking skills
  • Highly organized with the ability to prioritize, manage multiple projects, meet deadlines, and follow through on commitments
  • Excellent interpersonal, written, and verbal communication skills
  • Adaptable and able to thrive in a fast-paced, yet flexible, small office environment while responding to changing business needs
  • Ability to follow established office procedures, maintain confidentiality, and adhere to regulatory and compliance requirements
  • Professional, self-motivated, and dependable with initiative, perseverance, and a commitment to continuous learning and delivering high-quality work
  • Ability to successfully pass a criminal history and background check

COMPENSATION:
  • $70,000-85,000/year + Bonuses / Incentives (based on applicable experience, certifications, and / or Qualifications)
  • Professional growth opportunities
  • Generous time off package, including paid time off and paid holidays
  • Zero asset management fees on all personal and household accounts

We want to help you reach your full potential! We are looking for hard-working candidates with a passion for customer care, who truly enjoy helping make a difference in people's lives, and who take pride in the quality of their work!
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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