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Remote-Eligible Senior Financial Planning Strategist HNW
Remote / Online - Candidates ideally in
St. Joseph, Saint Joseph, Buchanan County, Missouri, 64506, USA
Listed on 2026-08-22
St. Joseph, Saint Joseph, Buchanan County, Missouri, 64506, 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 High Net Worth Planning Services. This role requires hands-on expertise in estate, business, and tax planning and a proven ability to communicate complex strategies to financial advisors serving high-net-worth clients.
The ideal candidate has 10+ years in financial planning, CFP designation, and the ability to influence across levels. This full-time, hybrid role offers a competitive compensation package and comprehensive benefits
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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