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Senior High Net Worth Financial Planning Strategist

Job in Austell, Cobb County, Georgia, 30001, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 140000 - 160000 USD Yearly USD 140000.00 160000.00 YEAR
Job Description & How to Apply Below
A financial services organization is seeking a Senior Financial Planning Specialist to join their High Net Worth Planning Services team in Atlanta. This role requires extensive financial planning expertise, specifically in estate, business, and tax planning. You will provide tailored solutions to financial advisors and mentor colleagues in financial skills. The position offers a competitive salary of $140,000 - $160,000 and a hybrid work arrangement.

Ideal candidates will have a CFP designation and over 10 years of relevant experience.
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Position Requirements
10+ Years work experience
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