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13 Advisor Group Accounting Jobs Hiring Near You

Advisor Group

Senior Accountant

Scottsdale, AZ · On-site

$85K - $105K/yr

In this role, you will be leading various accounting efforts including process improvement over assigned areas, working closely with manager on various projects, and mentoring junior team members.

Advisor Group

Experienced Accountant

La Vista, NE · On-site

$80K - $90K/yr

Bachelor's in Accounting from a U.S. Accredited University (US GAAP Focused Education) * Preferred: MBA or Masters in Accounting Responsibilities: * Support monthly, quarterly, and year-end close ...

Advisor Group

IA Processing Specialist

Atlanta, GA · On-site

$53K - $55K/yr

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

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 ... Additional industry credentials such as CFA ® , CPA, or CIMA ® preferred. * Experience using ...

Advisor Group

Client Support Specialist

La Vista, NE · On-site

$45K - $48K/yr

Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...

Advisor Group

IA Processing Specialist

Atlanta, GA · On-site

$48K - $50K/yr

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

Advisor Group

Client Support Specialist

La Vista, NE · On-site

$45K - $48K/yr

Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...

Advisor Group

Tax Analyst

Scottsdale, AZ · On-site

$80K - $100K/yr

Current Employees and Contractors Apply Here Osaic Careers Accounting Opportunity in Financial Services Tax Analyst Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La ...

Advisor Group

Financial Analyst II

Scottsdale, AZ · On-site

$63K - $90K/yr

... and Technology solutions group. This role involves close collaboration with business unit ... Bachelor's Degree from accredited university in Accounting, Finance or another related field is ...

All JobsAdvisor Group Accounting Jobs

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    Infographic showing various Accounting job openings at Advisor Group in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 69% Physical, 24% Hybrid, and 7% Remote job distribution.

    Sr Business Analyst, Advisor Compensation

    Advisor Group

    Atlanta, GA • On-site

    $95K - $120K/yr

    Full-time

    Medical, Dental, Vision, Retirement

    Posted 15 days ago

    Job description

    Current Employees and Contractors Apply Here
    Osaic Careers
    Advisor Compensation Analyst Opportunity in Financial Services
    Sr. Business Systems Analyst, Advisor Compensation
    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
    Salary: $95k - $120k 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 Senior Business and Systems Analyst serves as a subject matter expert in advisor compensation, financial systems, and broker-dealer operations. This role's primary duty is the performance of work requiring advanced knowledge in financial services, compensation structures, data tables and systems integration, which is predominantly intellectual in character and requires consistent exercise of discretion and independent judgment.
    The role is responsible for analyzing complex business and system challenges, interpreting compensation and financial data, and designing strategic solutions that support organizational objectives. The Senior Analyst partners with business leaders and cross-functional stakeholders to lead initiatives related to broker-dealer acquisitions, system integrations, and compensation platform enhancements, operating with minimal supervision and significant autonomy.
    Education Requirements:
    • Bachelor's degree (or higher) required in Finance, Accounting, Economics, Information Systems, Data Analytics, or a related field
    • Advanced certifications (e.g., CFA, CPA, or equivalent specialized credentials) strongly preferred
    • Equivalent combination of advanced specialized education and experience demonstrating comparable professional knowledge may be considered

    Responsibilities:
    • Lead the analysis, interpretation, and translation of complex business, compensation, and system requirements into strategic and scalable solutions
    • Apply advanced analytical methods to evaluate compensation data, identify trends and anomalies, and generate insights that inform business decisions
    • Serve as a subject matter expert in advisor compensation structures, financial systems, and broker-dealer operations, providing guidance to strategic projects, business leaders, and stakeholders
    • Design and recommend solutions to complex, non-routine business problems requiring independent judgment and evaluation of multiple variables
    • Diagnose process inefficiencies and develop innovative enhancements, including system improvements, automation strategies, and advanced analytics solutions
    • Provide expert oversight and direction for testing strategies (QA/UAT), ensuring alignment with complex compensation logic and regulatory considerations
    • Interpret and apply compensation frameworks, financial models, and relevant regulatory requirements (e.g., FINRA considerations) in system and process design
    • Lead cross-functional collaboration with departments such as Finance, Legal, Compliance, and Technology to resolve complex issues and align on strategic objectives
    • Evaluate risks, competing priorities, and business constraints, exercising discretion to recommend and implement effective solutions
    • Develop and deliver analytical frameworks, reporting models, and insights to support executive decision-making
    • Influence system design, business processes, and integration strategies through expert analysis and recommendations
    • Operate with minimal supervision, managing multiple complex initiatives simultaneously in a dynamic, fast-paced environment

    Basic Requirements:
    • 5+ years of experience in Business Analysis, Systems Analysis, or a similar analytical role within financial services or a related industry
    • Demonstrated advanced knowledge of compensation structures, financial data analysis, and/or broker-dealer operations
    • Proven ability to exercise independent judgment and discretion in analyzing complex, non-routine business and financial problems
    • Strong analytical capability, including the ability to synthesize complex and ambiguous information into actionable insights
    • Advanced proficiency in data analysis tools (e.g., SQL., Excel, Alteryx, or comparable platforms) and ability to leverage and apply them to complex business scenarios
    • Experience designing solutions for system integrations, business process improvements, and automation initiatives
    • Ability to interpret complex data sets and make recommendations that influence business strategy and operational outcomes
    • Strong communication skills, with the ability to clearly articulate complex concepts to both technical and non-technical audiences
    • Proven ability to work independently, prioritize effectively, and manage multiple high-impact initiatives concurrently
    • Familiarity with Agile/Scrum and Six Sigma methodologies, business process modeling, and enterprise systems
    • Exceptional ability to communicate technical data clearly to non-technical stakeholders (often referred to as business storytelling)
    • Ability to map current-state workflows (using flowcharts or data models) to identify bottlenecks and efficiency opportunities

    Preferred Requirements:
    • 5+ years of experience in Broker Dealer Compensation
    • Knowledge of advisor compensation models and regulatory frameworks
    • FINRA Series 7 and Series 24 licenses
    • Experience supporting mergers, acquisitions, and large-scale system integrations

    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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