What are the responsibilities and job description for the Financial Advisor position at Osaic?
Company Description
Osaic is devoted to empowering financial professionals with the resources, tools, and networks necessary to thrive in the ever-evolving field of wealth management. Offering a range of securities and investment advisory services through trusted broker-dealers and registered investment advisers, Osaic supports clients in achieving their financial goals. Through affiliations with FINRA and SIPC, Osaic emphasizes security and compliance in its operations. The company works closely with individuals, institutions, and corporations, offering innovative advisory programs to meet diverse financial needs.
Role Description
This is a full-time, on-site role for a Financial Advisor based in Sarasota, FL. The Financial Advisor will collaborate with clients to provide comprehensive financial planning services, including retirement planning, investment management, and personalized financial advisory consultations. Responsibilities include analyzing financial data, developing strategies to meet clients' short- and long-term financial goals, and staying informed about financial products, market trends, and regulatory changes. The role also requires maintaining strong client relationships and building trust to support clients in their wealth management journey.
Qualifications
- Expertise in Retirement Planning and Investments
- Strong interpersonal and communication skills for fostering client trust and relationships
- Ability to stay updated on financial markets, investment trends, and regulatory compliance
- FINRA Series 6 and 663(or equivalent) licenses preferred
- Bachelor’s degree in Finance, Business, Economics, or related field
- 2026 grads