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Remote-Eligible Senior High Net Worth Planning Strategist
Remote / Online - Candidates ideally in
Wichita, Sedgwick County, Kansas, 67232, USA
Listed on 2026-09-09
Wichita, Sedgwick County, Kansas, 67232, USA
Listing for:
Osaic
Remote/Work from Home
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role centers on deep financial planning concepts with emphasis on estate, business, and tax planning, and communicating solutions to financial advisors for high-net-worth clients.
The ideal candidate has 10+ years of client-facing financial planning experience, CFP designation, and proven ability to present to diverse audiences.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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