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Senior High Net Worth Planning Strategist
Job in
Macon, Bibb County, Georgia, 31297, USA
Listed on 2026-08-25
Listing for:
Osaic
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Osaic is seeking a Senior Financial Planning Strategist for our High Net Worth Planning Services team. The role focuses on advanced financial planning concepts, including estate, business, and tax planning, and communicating solutions to financial advisors for high-net-worth clients.
The candidate should be technically skilled, service oriented, and capable of mentoring others. A Bachelor's degree and CFP designation are required, with additional preferred licenses and credentials.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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