Advisor Security Analyst II

Advisor Group•Scottsdale, AZ

19h•Hybrid

About The Position

The Advisor Security Analyst II at Osaic serves as an experienced security analyst responsible for independently executing advanced incident triage, threat analysis, and technical investigations. This role plays a key part in protecting Osaic’s Financial Professionals, clients, and platforms by identifying, analyzing, and responding to security events across the enterprise. The Level 2 analyst works cross‑functionally with IT, Compliance, Risk, and specialized cyber teams, and acts as a technical escalation point for Level 1 analysts. This position requires strong analytical skills, proficiency with enterprise security tools, and the ability to communicate clearly with both technical teams and non‑technical financial professionals. The ideal candidate is an experienced analyst ready to take ownership of complex investigations, provide high‑quality support to Osaic’s Financial Professionals, and collaborate across teams to defend sensitive financial data. They are detail‑oriented, decisive, technically skilled, and able to communicate confidently with both cybersecurity experts and non‑technical advisors.

Requirements

CompTIA Security+, SSCP (Systems Security Certified Practitioner), CEH (Certified Ethical Hacker)
Ability to independently execute triage, investigation, and containment actions with minimal supervision.
Advanced proficiency in incident analysis, threat identification, and security alert prioritization.
Strong technical troubleshooting skills across various operating systems, applications, cloud services, and advisor-facing platforms.
Solid understanding of security policies, regulatory obligations (FINRA, SEC), and compliance-driven security requirements.
Proficiency with enterprise security tools such as SIEM, EDR, secure email gateways, identity protection, and cloud security solutions.
Ability to collaborate effectively across teams and escalate complex issues with clarity and precision.
Excellent communication skills to assist financial professionals with cyber questions via phone and support ticket systems
Strong written and verbal communication skills, including the ability to translate technical findings for financial professionals.
Minimum of high school diploma or equivalent is required.

Nice To Haves

Experience working in financial services, supporting financial professionals, or operating in a regulated environment.
Exposure to threat intelligence, MITRE ATT&CK, or automation/orchestration tools.
Familiarity with identity governance, MFA platforms, and cloud security (Microsoft, Okta, AWS, etc.).

Responsibilities

Lead independent execution of security investigations from detection to containment across email, endpoint, identity, and network security platforms.
Perform advanced incident triage, validating complex alerts and prioritizing events based on risk to financial professionals and sensitive client data.
Conduct intermediate threat analysis, including identifying attacker behavior, analyzing indicators of compromise, and determining potential business impact.
Escalate critical threats to senior analysts or IR teams with complete technical context and clear recommended actions.
Provide elevated cybersecurity support for Osaic’s Financial Professionals regarding suspicious activity, compromised accounts, secure configurations, and advanced phishing/social engineering cases.
Translate technical findings into clear, actionable guidance tailored to financial professionals who may not have deep technical backgrounds.
Assist advisors in understanding and complying with Osaic security requirements and industry‑regulated best practices.
Demonstrate proficiency with Osaic’s security tools, including SIEM, EDR, identity security, cloud security platforms, and email security systems.
Perform log analysis, endpoint deep dives, and artifact collection to support threat investigation and incident containment.
Conduct technical troubleshooting across multiple platforms, including Windows, macOS, cloud environments, and mobile devices used by financial professionals.
Ensure all investigative actions align with Osaic policies, FINRA/SEC regulations, and cybersecurity best practices.
Document detailed findings, investigative steps, and recommendations within case management and ticketing systems.
Identify gaps or recurring issues and recommend enhancements to playbooks, security controls, and advisor-facing guidance.
Work closely with IT, Compliance, Identity & Access Management, and senior cybersecurity teams to coordinate responses to complex incidents.
Serve as a technical escalation point for Level 1 analysts, providing coaching and guidance when needed.
Participate in post‑incident reviews, contributing technical insights and improvement opportunities.