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Senior Financial Planning Strategist for HNW Clients
Job in
Madison, Madison County, Alabama, 35756, USA
Listed on 2026-08-22
Listing for:
Osaic
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on estate, business, and tax planning, translating complex concepts into actionable guidance for financial advisors handling high-net-worth clients.
We require a CFP designation, a decade of client-facing planning experience, and strong presentation skills. This position offers hybrid work with multiple U.S. office locations and a competitive compensation package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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