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Financial Consultant Financial Advisor Wealth Management

Senior Wealth Planning Strategist – Estate & Tax Expert

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services firm is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. This role requires deep financial planning knowledge, focusing on strategies such as Estate Planning and Tax Planning. The ideal candidate should have over 10 years of experience in financial planning, possess a CFP designation, and demonstrate strong communication skills. The successful applicant will work on a hybrid schedule, engaging with financial advisors and providing innovative solutions tailored to high-net-worth clients.
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Position Requirements
10+ Years work experience
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