Senior High Net Worth Financial Planning Strategist Remote
Remote / Online - Candidates ideally in
Wilmington, New Hanover County, North Carolina, 28412, USA
Listed on 2026-08-22
Wilmington, New Hanover County, North Carolina, 28412, USA
Listing for:
Osaic
Remote/Work from Home
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Osaic is seeking a technically skilled Senior Financial Planning Specialist to join the High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on estate, business, and tax planning, and adapting solutions for high-net-worth clients.
The ideal candidate has 10+ years of experience, a CFP designation, and the ability to present to diverse audiences.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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