Osaic seeks a Senior Consultant to implement fee-based financial planning across advisor teams, focusing on practical guidance, policies, and platforms. The role drives adoption of fee-based services through informal learning and rollout support, collaborating with compliance, operations, and product teams.
The position emphasizes hands-on implementation, self-service resources, and scalable practices to increase the share of fee-for-service advisory engagements within the firm.
#J-18808-LjbffrFee-Based Financial Planning Implementation Senior Consultant in la vista at Unknown Company
This position is listed as full time and onsite.