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Hybrid Senior Financial Planning Strategist HNW
Job in
Oakdale, Washington County, Minnesota, USA
Listed on 2026-01-12
Listing for:
Osaic
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Corporate Finance
Job Description & How to Apply Below
A financial services firm is seeking a Senior Financial Planning Strategist with extensive knowledge in financial planning, focusing on estate, business, and tax planning strategies. Candidates should have over 10 years of experience and a CFP or J.D. designation. This role involves providing innovative solutions, mentoring colleagues, and presenting complex strategies in accessible formats. The position is based in Oakdale, requiring a hybrid work model of 4 days in the office with a competitive salary range of $140,000 - $160,000.
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Position Requirements
10+ Years
work experience
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