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Financial Consultant Wealth Management Financial Advisor

Senior Wealth Planning Strategist – Estate & Tax Expert

Job in Hagerstown, Washington County, Maryland, 21749, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, 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 firm is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. This role involves advanced financial planning strategies, especially in estate, business, and tax planning. Candidates should have over 10 years of experience, a CFP designation, and excellent communication skills. The company provides a competitive salary of $140,000 - $160,000 per year and offers a hybrid work schedule requiring 4 days in-office.
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Position Requirements
10+ Years work experience
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