Senior Financial Planning Strategist – High Net Worth
Job in
Bridgeport, Fairfield County, Connecticut, 06610, USA
Listed on 2026-09-09
Listing for:
Osaic
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Osaic is seeking a Senior Financial Planning Specialist for our High Net Worth Planning Services team. This role requires deep expertise in estate, business planning and tax strategies, with the ability to translate complex concepts into clear guidance for financial advisors and clients.
The position is full-time, with a hybrid work schedule requiring in-office presence several days per week; remote applicants may be considered for this national opportunity.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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