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Senior Financial Planning Strategist: High Net Worth, Remote
Remote / Online - Candidates ideally in
Moscow, Latah County, Idaho, 83843, USA
Listed on 2026-08-25
Moscow, Latah County, Idaho, 83843, USA
Listing for:
Osaic
Remote/Work from Home
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
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 across estate, business, and tax planning, translating complex strategies into actionable advice for financial advisors handling high-net-worth clients.
The ideal candidate has CFP, 10+ years in client-facing financial planning, and proven ability to present to diverse audiences.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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