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Senior Financial Planning Strategist - HNW, Remote
Remote / Online - Candidates ideally in
Brandon, Rankin County, Mississippi, 39042, USA
Listed on 2026-08-22
Brandon, Rankin County, Mississippi, 39042, 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 seeks a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on advanced estate, business, and tax planning strategies for high-net-worth clients, translating complex concepts into practical advisor guidance.
Requires a CFP and 10+ years in financial planning with strong communication and presentation skills. Bachelor's degree required. This is a full-time role with hybrid work and potential remote consideration.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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