AVP, Financial Planning Experience
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
Berwyn: 850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.
Role Type: Full-time
Salary:$140,000- $165,000per year + annual bonus
Actual compensation offered will bedeterminedindividually, based ona number ofjob-related factors, including location, skills, experience, and education.
Our competitive salaries are just onecomponentofOsaic27stotal compensation package.Additionalbenefitsinclude:health, vision, dental insurance, 401k, vacation and sick time, volunteerdaysand much more.To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits
Our competitive compensation is just one component of Osaic27s total compensation package. 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:https://careers.osaic.com/Creative/Benefits.
Summary:
The AVP, Financial Planning Experience is a highly visible leadership role within the firm27s National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners. This is a deeply people and relationship centric role, focused on enabling financial advisors to engage in financial planning. Importantly, this role does not create financial plans directly. Instead, the AVP acts as an ambassador for the financial planning team by championing its value, driving awareness and adoption of financial planning services, and connecting advisors to the appropriate planning resources.
The AVP partners closely with advisors, planning specialists, and cross-functional teams to enhance and deliver a high-quality, advisor-centric planning experience. They drive consistency and scalability across planning tools, frameworks, education, and support, all while reinforcing the firm27s broader planning philosophy and elevating the impact of the planning team across the organization.
Responsibilities:
- Partner with the National Planning Institute leadership to design, enhance, and maintain financial planning standards and frameworks.
- Partner with leadership on the development, implementation and adoption of additional HNW and UHNW products and services
- Monitor industry trends, regulatory changes, and emerging best practices to continuously evolve the firm27s planning approach.
- Support pilot programs, initiatives, and special projects tied to planning innovation and advisor experience.
- Act as a liaison between advisors, planning teams, and technology/product partners to improve the end-to-end planning experience
- Ensure consistent, high-quality planning outcomes that align with the firm27s brand, client promise, and fiduciary standards.
- Contribute to the development and deployment of advisor-facing planning tools, resources, templates, and technology solutions.
- Lead or support training programs, continuing education, and workshops related to financial planning capabilities.
Education Requirements:
- Bachelor27s degree required
Basic Requirements:
- 10+ years of financial services or wealth management experience
- Strong working knowledge of comprehensive financial planning principles and client-centric planning practices.
- Experience supporting or partnering with financial advisors in a complex wealth management environment.
- Demonstrated ability to explain complex financial concepts clearly and effectively to diverse audiences.
- Proven track record of cross-functional collaboration and influence without direct authority.
- Comfortable working in a national, matrixed organization with multiple stakeholders.
- Advisor-centric mindset with a focus on experience and outcomes.
- Strategic thinker with strong problem-solving and analytical skills.
- Excellent communication, presentation, and facilitation capabilities.
- High level of professionalism, integrity, and judgment.
- Ability to manage multiple priorities in a fast-paced environment.
Preferred Experience:
- Deep familiarity with comprehensive, client9centric financial planning philosophies and best practices.
- Polished communication, presentation, and facilitation skills suitable for executive, advisor, and peer audiences.
- Advisor9focused perspective with a passion for enhancing experience and driving meaningful outcomes.
Current Employees and Contractors Apply Here
