Internal Advisory Transitions Consultant

External

Advisorgroup · Scottsdale, AZ

$50K–$60K/yrFull-timeHybrid2d ago

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About the role

The Internal Advisory Transitions Associate is an entry-level role within the Advisory Consulting Team, focused on facilitating asset movement onto Osaic's Wealth Management Platform (WMP). The role involves proactive outreach to financial advisors as well as following up diligently on referrals provided by other members of the Osaic Advisory Consulting Team. Role will engage with various Osaic stakeholders regularly and must be through and detail oriented. This role offers an exciting opportunity to build foundational knowledge of investment advisory services, develop core sales skills, and contribute to the success of a high-performing team.

Responsibilities

Provide leading service and support experiences for our advisors on WMP program and manager selection.

Provide overflow assistance with inbound calls and inquiries from financial advisors via the internal sales queue.

Analysis, create, and complete a business plan to move accounts effectively and seamlessly onto the WMP Platform.

Serve as the primary point of contact for assets transitioning to the Wealth Management Platform. Able to collaborate seamlessly with various teams within Osaic to complete asset shift.

Consistent and expedited follow-up on asset transition leads/opportunities as provided by other members of the Consulting Team.

Accurately log and track all advisor interactions in the CRM system (Salesforce).

Support advisor engagement campaigns by participating in outbound call efforts and promoting upcoming events.

Develop working knowledge of the Wealth Management Platform, investment options, and advisory best practices.

Collaborate with senior consultants to ensure a seamless handoff and high-quality advisor experience.

Participate in regular team meetings and training sessions to enhance platform and sales expertise.

All other duties as assigned.

Education Requirements:

A Bachelor's degree in Business, Finance, Economics is preferred. A high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of a college degree. A minimum of a high school diploma or equivalent is required.

Basic Requirements:

Minimum 3 year's wealth management or securities industry experience

1-2 years' experience in sales, business development or client facing financial services role.

Active FINRA Series 7 license, or successful completion within 6 months of hire.

Strong phone presence with a professional, confident, and engaging communication style.

Eagerness to learn investment advisory concepts and platforms.

Highly organized with attention to detail and the ability to manage multiple tasks.

Comfortable working in a fast-paced, team-oriented sales environment.

Proficiency in Microsoft Office, especially Excel and Outlook.

Ability to document interactions and manage follow-ups in CRM tools.

Sales-minded attitude with curiosity and resilience.

Preferred Requirements:

Investment advisory support experience

Completion of the FINRA SIE exam

Experience with Envestnet / Wealth Management Platform

Experience with Salesforce

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Internal Advisory Transitions Consultant

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