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Remote Senior FP Strategist for HNW Estate & Tax
Remote / Online - Candidates ideally in
Auburn, Androscoggin County, Maine, 04211, USA
Listed on 2026-08-22
Auburn, Androscoggin County, Maine, 04211, USA
Listing for:
Osaic
Full Time, Remote/Work from Home
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Osaic is seeking a Senior Financial Planning Specialist for its High Net Worth Planning Services team. You will leverage deep planning knowledge to advise financial advisors and clients on estate, business, and tax strategies. The role requires a CFP designation, 10+ years of experience, and strong presentation skills.
A Bachelor’s degree is mandatory; state-of-the-art planning tools and MS Office are preferred. This is a full-time hybrid role with multiple U.S.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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