Senior Financial Planning Strategist HNW Clients
Listed on 2026-09-25
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Finance & Banking
Financial Advisor / Consultant
Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on estate, business, and tax planning, translating complex concepts into actionable guidance for financial advisors handling high-net-worth clients.
We require a CFP designation, a decade of client-facing planning experience, and strong presentation skills. This position offers hybrid work with multiple U.S. office locations and a competitive compensation package.
This position is for the Senior Financial Planning Strategist for HNW Clients role at Osaic.
This opening is for the Senior Financial Planning Strategist for HNW Clients role at Osaic.
We are seeking a motivated Senior Financial Planning Strategist for HNW Clients to join Osaic in AL, United States.
Consider building your career as a Senior Financial Planning Strategist for HNW Clients at Osaic.
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