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Wealth Management Financial Consultant Financial Advisor Financial Services

Senior High Net Worth Financial Planning Strategist

Job in Mankato, Blue Earth County, Minnesota, 56006, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor, Financial Services
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 looking for a Senior Financial Planning Specialist focused on High Net Worth Planning Services. This role requires strong expertise in estate planning, business succession, and tax planning strategies. The ideal candidate must have over 10 years of experience in financial planning, a CFP designation, and the ability to mentor others. This full-time position is located in Minnesota, with a competitive salary range of $140,000 to $160,000 plus bonuses.
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Position Requirements
10+ Years work experience
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