Remote Senior High Net Worth Financial Planning Strategist
Remote / Online - Candidates ideally in
Pearl City, Honolulu County, Hawaii, 96782, USA
Listed on 2026-08-22
Pearl City, Honolulu County, Hawaii, 96782, 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 seeks a Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role focuses on estate, business, and tax planning strategies, translating complex concepts into actionable solutions for financial advisors and their high-net-worth clients.
The candidate will present to internal and external audiences, mentor colleagues, and stay ahead of industry and regulatory changes.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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