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Senior Wealth Planning Strategist — Remote & HNW Advisory
Remote / Online - Candidates ideally in
Little Rock, Pulaski County, Arkansas, 72208, USA
Listed on 2026-08-22
Little Rock, Pulaski County, Arkansas, 72208, USA
Listing for:
Osaic
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 its High Net Worth Planning Services team. The role requires deep knowledge of estate, business, and tax planning, and the ability to present planning solutions to financial advisors for high-net-worth clients.
You will guide complex cases, mentor colleagues, deliver presentations, and stay ahead of regulatory changes while collaborating across the firm to implement innovative planning strategies.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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