Fee-Based Planning Implementation Lead

Osaic

Osaic is seeking a Senior Consultant to help advisors and their teams implement fee-based financial planning in a practical, compliant, and scalable way. The role focuses on policies, procedures, agreements, platforms, and best practices tied to fee-for-advice services. The position aims to increase the percentage of advisors offering fee-based services by providing deep, structured guidance, informal learning opportunities, and rollout support across cross-functional teams. #J-18808-Ljbffr Osaic

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Vacancy posted 5 days ago

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