Consultant, Financial Planning

Osaic

Consultant supporting administration of Osaic's personal financial planning billing platform. Troubleshooting user issues and enhancing platform usability for financial advisors and clients.

Posted 5/1/2026full-timeAtlanta • Arizona, Florida, Minnesota, New York • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Support the day-to-day administration of our client- and advisor-facing personal financial planning billing, invoicing, and payment platform (AdvicePay).
Provide front-line user support, troubleshoot and solve daily issues, support adoption, coordinate with internal teams and external vendors, and meet with advisors and/or staff to answer questions.
Ensure a smooth, compliant, and positive experience for both financial advisors and clients.
Monitor and maintain accurate records of platform user licenses to ensure appropriate access control and ongoing compliance.
Collect, manage feedback and help assess if it is a platform issue, training opportunity or platform enhancement.
Assist with the delivery of timely, clear field communications and training materials.
Maintain a strong understanding of Osaic specific platform settings and assist in updating DocuSign templates to reflect enhancements, form changes, or disclosure updates.
Evaluate new platform features and enhancements to improve usability and experience for end clients, financial advisors, and internal stakeholders.
Support regular reporting on platform adoption, usage trends, and operational metrics to inform leadership and support decision-making.

Requirements

What you’ll need

3-5 years of experience in financial services operations, financial planning operations, or financial planning platform/product support roles.
Familiarity with billing, invoicing, or compensation processes within a financial planning or wealth management context.
Strong organizational skills, highly detail oriented, a strong problem solver and an effective multitasker who thrives in a fast-paced, high-pressure environment responding to time-sensitive advisor needs
Excellent communication skills with the ability to clearly articulate issues, recommend solutions and take ownership of resolution
A customer-first mindset is essential along with the ability to coordinate with internal and external partners to resolve issues efficiently.
Proficiency in Microsoft Excel and data visualization tools for reporting and insight is a plus.

Benefits

Comp & perks

health, vision, dental insurance
401k
paid time away
volunteer days and much more

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningbillinginvoicingpayment processingplatform supportdata visualizationreportingcomplianceuser supportplatform enhancements

Soft Skills

organizational skillsdetail orientedproblem solvingmultitaskingcommunication skillscustomer-first mindsetcoordinationownershipadaptabilitycollaboration