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Financial Consultant Financial Services Wealth Management Financial Advisor

Senior Wealth Planning Strategist – Estate & Tax Expert

Job in Lexington, Fayette County, Kentucky, 40598, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Wealth Management, 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 leading financial services firm is seeking a Senior Financial Planning Strategist with deep financial planning knowledge to join their High Net Worth Planning Services team. The role involves providing solutions to financial advisors, conducting research, and reviewing complex documents. Applicants must have over 10 years of experience, a CFP designation, and strong communication skills. The position is hybrid, with a compensation range of $140,000 - $160,000 annually plus bonuses and benefits.
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Position Requirements
10+ Years work experience
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