Hybrid Senior High Net Worth Financial Planner & Strategist
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Finance & Banking
Job Description & How to Apply Below
Osaic is seeking a Senior Financial Planning Specialist for High Net Worth Planning Services. The role requires deep knowledge of financial planning concepts with emphasis on estate, business, and tax planning strategies.
You will guide financial advisors on complex planning solutions for high-net-worth clients. The candidate should have a Bachelor's degree and CFP designation, plus strong communication and presentation skills, with ability to manage multiple complex cases in a hybrid office
We would love to welcome a new Hybrid Senior High Net Worth Financial Planner & Strategist to our team in NE, United States.
This role, Hybrid Senior High Net Worth Financial Planner & Strategist at OSAIC, could be your next opportunity.
Are you ready to take on the Hybrid Senior High Net Worth Financial Planner & Strategist role at OSAIC?
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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