Senior Wealth Planning Strategist - Hybrid
Job in
Kansas City, Wyandotte County, Kansas, 66115, USA
Listed on 2026-08-25
Listing for:
Osaic
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Osaic is seeking a technically skilled Senior Financial Planning Strategist for our High Net Worth Planning Services team. You will apply deep knowledge of estate, business, and tax planning to identify and communicate sophisticated solutions to financial advisors serving high-net-worth clients.
The role requires leadership, mentorship, and the ability to present complex concepts clearly to diverse audiences, including at conferences and webinars.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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