Internal Advisory Transitions Consultant

Overview 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 and diligent follow‑up on referrals provided by other members of the Osaic Advisory Consulting Team. It requires interacting with various Osaic stakeholders on a regular basis and executing tasks with thoroughness and attention to detail. 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. Compensation & Benefits Salary: $50,000 - $60,000 per year + quarterly sales incentive compensation. Actual compensation is determined individually based on location, skills, experience, and education. Osaic offers health, vision, dental insurance, 401k, vacation, sick time, volunteer days and more. For additional details, visit Schedule Hybrid schedule: a minimum of 4 days per week in the office. Locations 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 Executive Center Drive West, St. Petersburg, FL 33702 7755 Third Street North, Oakdale, MN 55128 12325 Port Grace Boulevard, La Vista, NE 68128 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Responsibilities Provide leading service and support experiences for advisors on the WMP program and manager selection. Assist with inbound calls and inquiries from financial advisors via the internal sales queue. Analyze, create and complete a business plan to move accounts onto the WMP platform efficiently. Serve as the primary point of contact for assets transitioning to the Wealth Management Platform. Collaborate seamlessly with various Osaic teams to complete asset shifts. Follow up consistently and expediently on asset transition leads/opportunities from Consulting Team members. Log and track all advisor interactions in Salesforce. Support advisor engagement campaigns through outbound calls and promotion of 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 to enhance platform and sales expertise. Complete other duties as assigned. Education Requirements Bachelor’s degree in Business, Finance, or Economics preferred. High school diploma (or equivalent) with significant practical experience considered in lieu of a college degree. Minimum of a high school diploma or equivalent required. Basic Requirements Minimum 3 year’s wealth management or securities industry experience. 1–2 years of experience in sales, business development or client‑facing financial services. Active FINRA Series 7 license or completion within 6 months of hire. Strong phone presence with a professional, confident and engaging communication style. Strong desire to learn investment advisory concepts and platforms. Highly organized, detail‑oriented, able to manage multiple tasks. Comfortable working in a fast‑paced, team‑oriented sales environment. Proficiency in Microsoft Office (Excel, Outlook) and CRM tools. Sales‑minded attitude, curiosity and resilience. Preferred Requirements Investment advisory support experience. Completion of the FINRA SIE exam. Experience with Envestnet / Wealth Management Platform. Experience with Salesforce. #J-18808-Ljbffr Advisor Group Inc.