Senior Consultant: Fee-Based Planning Implementation Lead

Osaic is seeking a Senior Consultant to help advisors implement fee-based financial planning in a practical, compliant, and scalable way. This role serves as the primary resource for advisor questions on policies, procedures, agreements, platforms, and best practices tied to fee-for-advice services, with a specific focus on helping advisors incorporate comprehensive planning that begins with a fee.

The position is designed to proactively increase the percentage of advisors who offer