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Financial Services Financial Consultant Financial Advisor Wealth Management

Senior High Net Worth Financial Planning Strategist

Job in Newton, Middlesex County, Massachusetts, 02165, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Financial Advisor, Wealth Management
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 company is seeking a Senior Financial Planning Specialist to join its High Net Worth Planning Services team. This role involves providing comprehensive financial planning solutions and mentoring colleagues. Candidates should have at least 10 years of relevant experience, a CFP designation, and strong communication skills. The role supports a hybrid work schedule and offers a competitive salary range of $140,000 - $160,000 plus benefits.
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Position Requirements
10+ Years work experience
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