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Senior Financial Planning Strategist - Net Worth Remote
Remote / Online - Candidates ideally in
Schaumburg, Cook County, Illinois, 60159, USA
Listed on 2026-08-22
Schaumburg, Cook County, Illinois, 60159, USA
Listing for:
Osaic
Full Time, Remote/Work from Home
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Osaic is seeking a technically skilled Senior Financial Planning Strategist to join our High Net Worth Planning Services team, focusing on estate planning, business planning, and tax planning strategies.
The role requires deep knowledge of financial planning concepts and the ability to present planning solutions to financial advisors for high-net-worth clients. This is a full-time, hybrid position with remote options noted.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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