Osaic

• Analyze readership and engagement data across internal channels • Support communication tests and pilot experiments • Create concise insight summaries and visuals

• Engage directly with customers – over 11,000 Financial Professionals • Help grow and support their firms • Work closely with team members in operational and transactional activities • Perform a variety of administrative and sales support activities • Act as a liaison between investment executive and clearing firm, fund company, and carrier • Maintain electronic client files and documentation on web-based software • Provide highest level of service and responsiveness to customers • Ensure client satisfaction continues to be a distinguishing selling point

• Prepares and executes transition plans for new Financial Professionals • Manages regular touchpoints with transitioning Financial Professional to instill confidence in the onboarding process and ensure excellent communication occurs. • Closely monitors the asset transfers for the financial professionals by providing hands-on support and monitoring/resolving any NIGOs. • Acts as an advocate for the transitioning Financial Professionals with any other areas across the organization to push for resolution, escalation of issues, and responsiveness to any questions. • Manages cross-organizational projects. • Must be able to build effective business relationships with internal departments, financial professionals and external service providers.

• Analyze requests received and generate applicable proposals and presentations that are accurate, compliant, and meet necessary guidelines • Deliver illustrations and presentations to the field with concise commentary explaining the need and the solution(s) recommended • Provide analysis of in-force policy data and recommend changes and/or alternate plans when applicable • Prepare new business application kits and pre-fill with accurate client information utilizing information received from the field • Create and send DocuSign envelopes to electronically collect signatures from clients and or producers.

Current Employees and Contractors Apply Here Osaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services 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 850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312 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 $140,000 - $160,000 per year + annual 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: https://careers.osaic.com/Creative/Benefits. Summary: We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies.  The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients. Education Requirements: Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans. Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors. Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements). Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients. Identify developments that impact financial planning and inform the organization’s strategic direction (e.g., industry trends, legislative and regulatory changes, etc.) Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings. Serve as a mentor to colleagues to develop their financial planning skills. All other duties as assigned. Basic Requirements: 10+ years of financial planning experience in a client- or advisor-facing capacity CFP Designation Experience delivering educational content and presenting to diverse audiences Demonstrated ability to influence and collaborate across organizational levels Strong communication skills, both written and verbal Ability to manage multiple complex cases simultaneously Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Preferred Requirements: Proficiency in financial planning software (e.g., eMoney) CPA FINRA Series 7, 63, and 65 licenses J.D. LL.M #LI-Remote Current Employees and Contractors Apply Here