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Senior Wealth Planning Strategist

Job in La Vista, Sarpy County, Nebraska, 68128, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 140000 - 160000 USD Yearly USD 140000.00 160000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Senior Financial Planning Strategist in La Vista to provide innovative planning solutions to financial advisors focused on high-net-worth clients. Candidates must have at least 10 years of experience in financial planning, a CFP designation, and strong communication skills. The role includes responsibilities like reviewing estate planning documents and presenting to various audiences. Full-time position with a salary range of $140,000 - $160,000 per year plus bonuses.
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Position Requirements
10+ Years work experience
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