Senior Wealth Planning Strategist – Estate & Tax Expert
Job in
Big Sky, Gallatin County, Montana, 59716, USA
Listed on 2026-02-12
Listing for:
Osaic
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A financial services firm is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. This role involves providing innovative solutions, reviewing complex planning documents, and presenting to advisors. Candidates should have over 10 years of financial planning experience and a CFP designation. The position offers a competitive salary and benefits, with a hybrid work schedule requiring in-office presence for 4 days a week.
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Position Requirements
10+ Years
work experience
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