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Senior HNW Financial Planning Strategist (Remote
Remote / Online - Candidates ideally in
New Bedford, Bristol County, Massachusetts, 02746, USA
Listed on 2026-08-22
New Bedford, Bristol County, Massachusetts, 02746, USA
Listing for:
Osaic
Remote/Work from Home
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Osaic is seeking a highly skilled Senior Financial Planning Strategist to join the High Net Worth Planning Services team. The role focuses on estate, business, and tax planning strategies and requires presenting planning solutions to financial advisors for high-net-worth clients.
Requirements include 10+ years in financial planning, CFP designation, and the ability to communicate complex concepts clearly. A Bachelor's degree is required, with a strong emphasis on client-facing advisory work.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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