Senior HNW Financial Planning Strategist - Estate & Tax
Listed on 2026-11-01
-
Finance & Banking
Wealth Management, Financial Analyst
Osaic in the United States is seeking a Senior Financial Planning Specialist for High Net Worth Planning Services. You will apply deep knowledge of estate, business, and tax planning to support financial advisors serving high-net-worth clients.
Ideal candidates have CFP and 10+ years of client-facing experience, strong communication, and the ability to mentor colleagues while delivering clear, actionable recommendations.
This is an excellent opportunity to take on the Senior HNW Financial Planning Strategist
- Estate & Tax role at Osaic.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior HNW Financial Planning Strategist
- Estate & Tax role in the description above.
We appreciate your interest in this position.
Join Osaic and contribute to our ongoing work.
(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).