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Wealth Management Financial Consultant

Senior Wealth Planning Strategist

Job in Oakdale, Washington County, Minnesota, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 140000 - 160000 USD Yearly USD 140000.00 160000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. This role demands expertise in financial planning with a strong emphasis on estate, business, and tax planning strategies. The ideal candidate will have over 10 years of relevant experience, a CFP designation, and excellent communication skills. This is a full-time position based in Oakdale, MN, with a competitive salary range of $140,000 - $160,000 plus bonuses and comprehensive benefits.
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Position Requirements
10+ Years work experience
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