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Wealth Management Financial Consultant Financial Advisor

Senior Wealth Planning Strategist – Estate & Tax Expert

Job in Auburn, Lee County, Alabama, 36831, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Senior Financial Planning Strategist for their High Net Worth Planning Services team. The ideal candidate will have over 10 years of experience in financial planning, particularly in areas such as Estate and Business Planning. Strong communication skills and the ability to mentor others are essential. This position follows a hybrid work schedule, requiring in-office presence at least four days a week, and offers competitive compensation including benefits such as health and retirement plans.
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Position Requirements
10+ Years work experience
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