Required Qualifications: 5-10 years of experience in financial services, with a strong preference for financial planning consulting or other advisor-facing roles Strong understanding of the financial planning process, wealth management, and the practical implementation of fee-based or fee-for-advice services Strong organizational skills with the ability to manage multiple priorities, support rollout activities, and respond to time-sensitive advisor needs Excellent advisor-facing communication and interpersonal skills, with the ability to translate best practices into practical, easy-to-apply guidance Ability to partner effectively across teams and contribute to rollout efforts that support advisor adoption of fee-based planning Proficiency in MS Office, familiar with AI capabilities a plus Preferred Qualifications: Experience in financial planning consulting or other advisor-facing consulting roles Familiarity with fee-based planning business models, agreements, and advisor implementation practices Familiarity with operations and compliance considerations related to fee-for-advice services Experience facilitating virtual learning sessions, peer forums, or breakout sessions for advisor audiences Current Employees and Contractors Apply Here Don't see a job that works for you? Hayden Rd Suite 255 Scottsdale, AZ 85255 2300 Windy Ridge Parkway, Atlanta, GA 30339 7755 Third Street North, Oakdale, MN 55128 877 Executive Center Drive West, St. Petersburg, FL 33702 12325 Port Grace Boulevard, La Vista, NE 68128 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.