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Wealth Management Financial Consultant Financial Advisor

Senior Wealth Planning Strategist – Estate & Tax Expert

Job in Concord, Middlesex County, Massachusetts, 01742, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Wealth Management, 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 organization is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. The ideal candidate will possess over 10 years of financial planning experience, particularly in estate, business, and tax planning. Responsibilities include providing innovative solutions and mentoring colleagues. The role requires a Bachelor's degree and CFP designation, with a compensation range of $140,000 - $160,000 plus additional benefits including health insurance and a 401k plan.
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Position Requirements
10+ Years work experience
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