Remote-Eligible Senior Financial Planning Strategist
Remote / Online - Candidates ideally in
Owensboro, Daviess County, Kentucky, 42302, USA
Listed on 2026-08-22
Owensboro, Daviess County, Kentucky, 42302, USA
Listing for:
Osaic
Full Time, Remote/Work from Home
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Osaic seeks a Senior Financial Planning Specialist to join the High Net Worth Planning Services team and lead advanced planning efforts focused on estate, business, and tax planning for affluent clients.
You will translate complex concepts into practical solutions for financial advisors, review estate and governance documents, and deliver actionable recommendations. 10+ years’ experience and CFP designation are required, with a hybrid, full-time schedule.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×