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Financial Consultant Financial Services

Remote Investment Advisory Support Specialist

Remote / Online - Candidates ideally in
Oakdale, Washington County, Minnesota, USA
Listing for: Osaic
Remote/Work from Home position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services firm is seeking an Investment Advisory Specialist to provide exceptional service to advisors and clients. This role involves answering inquiries, conducting research, and supporting advisory operations. The ideal candidate has 2+ years of experience in financial services, strong communication skills, and proficiency in CRM systems. The position offers competitive compensation and opportunities for growth within the organization.
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