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Financial Consultant Financial Advisor

Senior Wealth Planning Strategist – Estate & Tax Expert

Job in Boise, Ada County, Idaho, 83708, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
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 company is seeking a Senior Financial Planning Strategist to join its High Net Worth Planning Services team. This role demands strong expertise in financial planning, particularly in Estate, Business, and Tax Planning. The strategist will provide tailored solutions for financial advisors catering to high-net-worth clients, mentor colleagues, and engage in industry education. Key qualifications include a Bachelor's degree and CFP designation, with 10+ years of experience in the field.

The position offers a competitive salary between $140,000 and $160,000 plus bonuses and a hybrid work schedule.
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Position Requirements
10+ Years work experience
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