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Hybrid Senior Financial Planning Strategist HNW
Job in
La Vista, Sarpy County, Nebraska, 68128, USA
Listed on 2025-12-31
Listing for:
Osaic
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services company is seeking a Senior Financial Planning Specialist to provide expert solutions for high-net-worth clients. The role includes advising on complex financial matters, delivering presentations, and mentoring colleagues. Candidates should have over 10 years of relevant experience, along with CFP or J.D. designations. This full-time position is based in La Vista, NE, with a hybrid work schedule requiring 4 days in the office.
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Position Requirements
10+ Years
work experience
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