Financial Professional

Job not on LinkedIn

🕒 June 27

🌶️ New Mexico – Remote

🌶️ New Mexico – Remote

💵 $50k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Osaic

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

Finance • B2B

Osaic is one of the nation’s largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.

📋 Description

• Representative will offer, solicit offers, and sell such products and services that have been expressly approved in advance by Osaic Institutions • comply with all applicable laws, rules, regulations and statements of policy • deliver or cause to be delivered to the customer, in accordance with all applicable securities, investment advisory and insurance laws, rules and regulations, a current prospectus, offering memorandum, applicable Form ADV or such other documents that may be in effect and are required to be disclosed • fully explain the items and conditions of the purchase or sale of securities and insurance products and investment advisory services to the customer or prospective customer • conduct his or her actions as an investment adviser representative under the Investment Adviser’s Act of 1940 • furnish to the customer and prospective customers such other disclosure forms as required by Osaic Institutions’ policies and procedures

🎯 Requirements

• Bachelor’s degree preferred • high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree • In-depth understanding of employer, industry and federal regulations • Knowledge of financial options, including investments, loans, savings accounts and stock options • Expertise in financial planning and investment strategies • Familiarity with the securities, mutual fund and insurance industries • Advanced ability to analyze and explain market data • Analytical thinking skills and the ability to assess clients’ needs • Excellent communication abilities, including writing, speaking and active listening • Effective sales, presentation and customer service skills • Good organization and time management skills

🏖️ Benefits

• health, vision, dental insurance • 401k • vacation and sick time • volunteer days