Senior HNW Financial Planning Strategist; Remote
Lawrence, Essex County, Massachusetts, 01842, USA
Listed on 2026-09-21
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
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.
We are currently recruiting a Senior HNW Financial Planning Strategist (Remote) for our team in MA, United States.
Join Osaic and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior HNW Financial Planning Strategist (Remote) role at Osaic, based in MA, United States.
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