Hybrid Senior High Net Worth Financial Planner & Strategist
Listed on 2026-11-01
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
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
For the Hybrid Senior High Net Worth Financial Planner & Strategist position at Osaic, we are reviewing applications now.
We invite applications for the Hybrid Senior High Net Worth Financial Planner & Strategist position located in NE, United States.
The following role is for a Hybrid Senior High Net Worth Financial Planner & Strategist with Osaic.
Our organisation is growing, and we are hiring a Hybrid Senior High Net Worth Financial Planner & Strategist in NE, United States.
(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).