Senior Wealth Planning Strategist – Estate & Tax Expert
Job in
Kīhei, Maui County, Hawaii, 96753, USA
Listed on 2026-02-12
Listing for:
Osaic
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial planning organization is seeking a Senior Financial Planning Strategist for their High Net Worth Planning Services team. The role demands over 10 years of financial planning expertise, particularly in estate and business planning. Responsibilities include providing tailored solutions to financial advisors, and mentoring colleagues. The position offers a salary ranging from $140,000 to $160,000 annually, alongside a comprehensive benefits package and a hybrid work schedule with at least 4 days in-office.
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Position Requirements
10+ Years
work experience
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