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Senior High Net Worth Planning Strategist (Remote
Remote / Online - Candidates ideally in
Columbia, Howard County, Maryland, 21046, USA
Listed on 2026-08-22
Columbia, Howard County, Maryland, 21046, 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 its High Net Worth Planning Services team. The role focuses on advanced planning concepts, including estate, business, and tax planning, to present clear solutions to financial advisors for high-net-worth clients.
The ideal candidate has a CFP designation, 10+ years in financial planning, and strong communication skills. This full-time position supports a hybrid in-office schedule with remote options and competitive benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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