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60 Advisor Group Jobs Hiring Near You

Advisor Group

Financial Advisor

Falls Church, VA · On-site

$90K - $108K/yr

Current Employees and Contractors Apply Here Osaic Careers Financial Relationship Advisor Opportunity in Financial Services Financial Advisor Location(s): Falls Church, VA: 3120 Fairview Park Dr ...

Advisor Group

Advisor Support Representative

Atlanta, GA · On-site

$53K - $55K/yr

Summary: Osaic's Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and ...

Advisor Group

Advisor Security Analyst II

Scottsdale, AZ · Hybrid

$80K - $100K/yr

Summary: The Advisor Security Analyst II at Osaic serves as an experienced security analyst responsible for independently executing advanced incident triage, threat analysis, and technical ...

Advisor Group

Analyst II Capital Solutions

Scottsdale, AZ · On-site

$80K - $90K/yr

Current Employees and Contractors Apply Here Osaic Careers Advisor Support Opportunity in Financial Services Analyst II, Capital Solutions Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

Advisor Group

VP, Sales Enablement

Scottsdale, AZ · On-site

$184K - $237K/yr

This leader will design and execute strategies, tools, and programs that enhance recruiting effectiveness, advisor acquisition, and revenue expansion. This role partners closely with Business ...

Advisor Group

SVP, Business Development

Scottsdale, AZ · On-site

$160K - $185K/yr

Business Development, Advisor Acquisition Opportunity SVP, Business Development Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 Executive Center Drive West, St. Petersburg, FL 33702 7755 ...

Advisor Group

Client Support Specialist

La Vista, NE · On-site

$45K - $48K/yr

Ability to verbally communicate effectively with the Advisors regarding service issues * Ability to read & interpret company policies, operations manuals, Pershing manuals, & technical guides ...

Advisor Group

Branch Office Examiner

Scottsdale, AZ · On-site

$65K - $75K/yr

This position is responsible for administering Branch Exams to Financial Advisors affiliated with Osaic's Broker Dealers. The branch exams involve independently inspecting and evaluating branch ...

Advisor Group

VP, Business Development

Scottsdale, AZ · On-site

$100K - $125K/yr

We're seeking a qualified VP of Business Development to help us increase the number of our new financial advisor affiliations and meet and exceed our recruitment goals. The VP of Business Development ...

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Infographic showing various job openings at Advisor Group in the United States as of June 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 64% Physical, 34% Hybrid, and 2% Remote job distribution.
Financial Advisor

Financial Advisor

Advisor Group

Falls Church, VA • On-site

$90K - $108K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 13 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Financial Relationship Advisor Opportunity in Financial Services
Financial Advisor
Location(s):
Falls Church, VA: 3120 Fairview Park Dr suite 230, Falls Church, VA 22042
Osaic has returned to the office on a hybrid schedule requiring a minimum of 2 days weekly in the office. Applicants located must be willing to work this schedule.
Osaic is not considering remote candidates at this time.
Role Type: Full time
Salary: $90,000 - 108,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, 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 Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high-net-worth client relationships.
Responsibilities:
  • Supports Wealth Advisors in delivering comprehensive financial planning and investment solutions.
  • Serves as a point of contact for operational and planning needs on client accounts.
  • Drafts and maintains financial plans, investment policy statements, performance reports, and client deliverables.
  • Collaborates with internal specialists and third-party professionals to implement planning and investment strategies.
  • Prepares for and participates in client meetings with increasing levels of direct client interaction.
  • Demonstrates proficiency in financial planning software, Excel, and CRM systems.
  • Applies strong understanding of investment principles, tax basics, estate planning concepts, and retirement fundamentals.
  • Translates data into clear, client-facing recommendations.
  • Manages planning workflows and supports multiple advisors across high-net-worth relationships.
  • Serves as a pipeline for the Wealth Manager position.

Education Requirements:
Bachelor's degree is preferred
Basic Requirements:
  • 2-4 years of experience in wealth management, financial planning, or client services within the financial services industry.
  • Progress toward CFP, CFA, CPA, or JD designation.
  • Strong written and verbal communication skills.
  • High attention to detail and strong organizational skills.
  • Proficiency with planning and CRM software.
  • Ability to collaborate within a team environment and manage multiple priorities effectively.

Preferred Requirements:
  • Experience in preparing financial plans and supporting client meetings.
  • Strong technical aptitude and willingness to expand planning knowledge.
  • Ability to articulate planning concepts clearly to clients and internal stakeholders.

Current Employees and Contractors Apply Here
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About Advisor Group

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Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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