Provide leading service and support experiences for our advisors on WMP program and manager selection.
Provide overflow assistance with inbound calls and inquiries from financial advisors via the internal sales queue.
Analysis, create, and complete a business plan to move accounts effectively and seamlessly onto the WMP Platform.
Serve as the primary point of contact for assets transitioning to the Wealth Management Platform.
Able to collaborate seamlessly with various teams within Osaic to complete asset shift.
Consistent and expedited follow-up on asset transition leads/opportunities as provided by other members of the Consulting Team.
Accurately log and track all advisor interactions in the CRM system (Salesforce).
Support advisor engagement campaigns by participating in outbound call efforts and promoting upcoming 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 sessions to enhance platform and sales expertise.

A Bachelor’s degree in Business, Finance, Economics is preferred
A minimum of a high school diploma or equivalent is required
Minimum 3 year’s wealth management or securities industry experience
1-2 years’ experience in sales, business development or client facing financial services role
Active FINRA Series 7 license, or successful completion within 6 months of hire
Strong phone presence with a professional, confident, and engaging communication style
Eagerness to learn investment advisory concepts and platforms
Highly organized with attention to detail and the ability to manage multiple tasks
Proficiency in Microsoft Office, especially Excel and Outlook
Ability to document interactions and manage follow-ups in CRM tools
Sales-minded attitude with curiosity and resilience.

Internal Advisory Transitions Consultant

Key skills