layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Sr. Consultant, Fee Based Planning Implementation at Osaic | LAYIQ

Advisor Implementation Support, Adoption & Rollout Execution: Respond to advisor and staff questions on how to launch, manage, and scale fee-based planning services within their business. Take a proactive role in increasing adoption by identifying advisor segments with the greatest opportunity, supporting selected rollout plans, and helping more advisors toward offering fee-for-service advice and comprehensive planning engagements.
Advisor Policy, Procedure & Platform Guidance: Serve as a go-to resource for advisors and staff on fee-based financial planning policies, procedures, agreements, approved resources, and business processing platforms. Help advisors understand how to structure and implement fee-for-planning services within firm guidelines and established best practices.
Self-Service Resources & Informal Field Learning: Build and maintain practical self-service resources that help advisors and support staff navigate fee-based planning implementation more independently. Lead informal, primarily virtual learning opportunities such as office hours, study groups, peer-sharing forums, and targeted guidance sessions, with occasional facilitation of breakout sessions at national meetings or other advisor events.
Cross-Functional Partnership & Continuous Improvement: Partner with advisor training and development, compliance, operations, and product teams to improve the overall advisor experience related to fee-based planning. Contribute subject matter expertise and field insight to formal learning programs where appropriate, while maintaining distinct ownership for deep fee-for-advice implementation guidance, informal learning opportunities, adoption initiatives, and practical business support.
Required Qualifications: 5-10 years of experience in financial services, with a strong preference for financial planning consulting or other advisor-facing roles
Strong understanding of the financial planning process, wealth management, and the practical implementation of fee-based or fee-for-advice services
Strong organizational skills with the ability to manage multiple priorities, support rollout activities, and respond to time-sensitive advisor needs
Excellent advisor-facing communication and interpersonal skills, with the ability to translate best practices into practical, easy-to-apply guidance
Ability to partner effectively across teams and contribute to rollout efforts that support advisor adoption of fee-based planning
Proficiency in MS Office, familiar with AI capabilities a plus

Sr. Consultant, Fee Based Planning Implementation

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