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Remote Senior FP Strategist for HNW Estate & Tax

Remote / Online - Candidates ideally in
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
Salary/Wage Range or Industry Benchmark: 140000 - 160000 USD Yearly USD 140000.00 160000.00 YEAR
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.

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Position Requirements
10+ Years work experience
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