Advisor

Client Service Wealth Associate

Boston (CW Advisors HQ) · Full-time

Sponsorship not specified$65k-$75kDetected 1 day ago

ComplianceCRMAccount ManagementAccountingOnboardingCommunicationMicrosoft Office

About the role

Summary: Join us as we launch an exciting new advisory team backed by the strength and trusted reputation of Osaic Wealth.

Prepare, review, and maintain accurate account documentation, including proposals, forms, statements, and performance reports, ensuring all information is complete and compliant.
Collaborate closely with Wealth Consultants and internal business partners to support the delivery of customized financial solutions and high‑quality service.
Lead the onboarding process for new clients, ensuring a smooth transition, clear communication, and proper account setup and documentation.
Provide essential administrative support, including scheduling appointments, maintaining organized and current client records, preparing internal and client-facing reports, and supporting daily office operations.
You will partner closely with internal teams and Wealth Consultants to create a seamless, high‑quality client experience from start to finish.
Serve as a primary point of contact for clients, providing timely, professional support via phone, email, and video appointments.

High school diploma or GED required
1-3+ years of experience in the financial services industry, ideally in client service, operations, or a wealth management support role.
Excellent verbal and written communication skills, including a polished phone presence and the ability to clearly explain financial concepts.
Familiarity with KYC standards, documentation processes, and internal control/compliance requirements
FINRA SIE, Series 6, Series 63, and Series 65 or 66 required, or must be obtained within:
Strong problem‑solving skills and sound judgment, with the ability to resolve issues or escalate as appropriate.
Proficiency with CRM/document management systems, video meeting tools, and Microsoft Office (or equivalent).

60 days of hire: SIE, Series 6, and Series 63
90 days of hire: Series 65 or 66
Series 7 preferred
Preferred Requirements:
Bachelor's degree or coursework in Business, Finance, Economics, Accounting, or related fields preferred

$65,000-$75,000 annually + eligibility for an 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.

Offer clear guidance and education on account-related topics to ensure an exceptional experience.
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: Osaic Benefits.
Education & Licensing Requirements:

Join us as we launch an exciting new advisory team backed by the strength and trusted reputation of Osaic Wealth.
We are seeking a client-focused financial services professional who excels in delivering exceptional service, ensuring accurate account management, and supporting operational excellence.
In this role, you will serve as a primary point of contact for retail investment clients-guiding them through account needs, onboarding processes, and documentation requirements.

This listing is sourced directly from Advisor's careers page and normalized into a canonical job model.