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Wealth Manager at Osaic - ApplyBlast

Wealth Manager

Osaic

1 month ago

2.6 on Glassdoor

Columbia, Maryland, United States

Hybrid

Full Time

Senior

0 applicants

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About this role

The Wealth Manager serves as a strategic advisor and fiduciary partner to ultra-high-net-worth clients and families, leading complex wealth management engagements and driving new business development. This role involves mentoring junior advisors, providing leadership on firm-wide initiatives, and demonstrating expert-level capabilities in estate planning, tax mitigation, and charitable planning. The position requires a proven track record in private wealth management and the ability to guide clients through liquidity events and generational transitions.

Responsibilities

Serve as strategic advisor and fiduciary partner to ultra-high-net-worth clients
Lead complex wealth management engagements involving multi-generational estate planning
Drive new business development through personal networks and strategic alliances

Skills

Qualifications

CFPCPACFAJDMST

About Osaic

osaic.com

Headquarters

Scottsdale, Arizona, United States

Company Size

1001-5000 employees

Founded

2016

View Profile

Osaic is one of the nation’s largest providers of wealth management solutions and home to a service-driven community of Financial Professionals. The moments our Advisors create with clients inspire us and shape our strategy to empower their success.