Associate Financial Advisor

Osaic

. Ensure accurate, current client information for inputs used to develop and update comprehensive financial plans .

Posted 9/17/2026full-timeMesa • Arizona • United StatesJuniorMid-Level💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, client relationship management, and effective communication. Proficient in managing multiple tasks while maintaining high attention to detail and professionalism in a collaborative team environment.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementSalesforceCommunication SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingInvestment ConceptsPlanning StrategiesCash Flow ManagementTax PlanningEstate PlanningRisk ManagementExecutive CompensationFinancial Planning SoftwareOpportunity Tracking

Soft Skills

Organizational CapabilityTeam CollaborationClient-First OrientationWritten CommunicationVerbal Communication

Tools & Technologies

SalesforceStandard Office SoftwareFinancial Planning Tools

Certifications & Qualifications

Bachelor's DegreeCFP (Certified Financial Planner)

Industry Keywords

Financial ServicesClient ServiceWealth ManagementMarket TrendsProspecting Activities

About the role

Key responsibilities & impact

Ensure accurate, current client information for inputs used to develop and update comprehensive financial plans
Assist Wealth Managers with tax planning, cash flow management, retirement planning, estate planning, executive compensation, risk management and other areas as directed
Schedule client meetings and produce standard meeting preparation materials
Participate in client meetings, take notes, and enter documentation into Salesforce within 24 hours
Update financial planning software and checklists in Salesforce as needed
Draft post-meeting summary emails and outline next steps for clients within 24 hours
Initiate follow-up tasks after meetings, including investment changes, contribution/withdrawal processing, administrative updates, opportunity tracking, meeting cadence updates, and coordination with other professionals
Gather client information and financial data, prepare financial reports and presentations, and respond to client inquiries
Support senior advisors with research on planning strategies, investment opportunities, and market trends
Participate in prospecting activities and support relationship building with existing clients, prospective clients and centers of influence

Requirements

What you’ll need

Bachelor's degree is required
Strong written and verbal communication skills
Ability to manage multiple tasks and communicate progress effectively
High attention to detail and strong organizational capability
Proficiency in standard office software; willingness to learn financial planning tools
Professionalism and client-first orientation
Ability to work collaboratively within a team environment
Experience in financial services or client service roles
Foundational understanding of investment and planning concepts
Interest in pursuing professional certifications such as CFP

Benefits

Comp & perks

Annual performance-based bonus
Health insurance
Vision insurance
Dental insurance
401(k)
Paid time away
Volunteer days