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Financial Consultant

Hybrid Senior High Net Worth Planning Strategist

Job in Billings, Yellowstone County, Montana, 59107, USA
Listing for: Osaic
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Financial Consultant
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 firm is seeking a Senior Financial Planning Strategist with expertise in Estate Planning, Business Planning, and Tax Planning strategies. This role requires a minimum of 10 years of financial planning experience, a Bachelor's degree, and a CFP designation. Responsibilities include providing innovative solutions to financial advisors, conducting research on complex issues, and delivering presentations. This hybrid position emphasizes collaboration and communication skills, with competitive compensation ranging from $140,000 to $160,000 annually, plus benefits.
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Position Requirements
10+ Years work experience
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