Senior Financial Planning Strategist, High Net Worth
Listed on 2026-11-04
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Finance & Banking
Osaic is seeking a technically skilled Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on estate planning, business planning and tax planning strategies for high-net-worth clients.
The ideal candidate has 10+ years of client-facing experience, CFP designation, and proven ability to present to diverse audiences.
Our team is growing, and we are hiring a Senior Financial Planning Strategist, High Net Worth in Billings, MT, United States.
We are currently recruiting a Senior Financial Planning Strategist, High Net Worth for our team in Billings, MT, United States.
This is a strong role to take on the Senior Financial Planning Strategist, High Net Worth role at Osaic.
As a Senior Financial Planning Strategist, High Net Worth, you will play an important part at Osaic in Billings, MT, United States.
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