Financial Advisor

Financial Relationship Advisor Opportunity in Financial Services

Financial Advisor

Location(s):

Boston, MA: 155 Seaport Blvd, Boston, MA 02210

Osaic has returned to the office on a hybrid schedule requiring a minimum of 2 - 3 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: $100,000 – 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.