Senior Financial Planning Strategist - High Net Worth; Hybrid/Remote
Lansing, Ingham County, Michigan, 48908, USA
Listed on 2026-11-01
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Finance & Banking
Wealth Management
Osaic is seeking a highly skilled Senior Financial Planning Strategist to join our High Net Worth Planning Services team. The role requires deep knowledge of planning concepts with emphasis on estate, business, and tax planning strategies and the ability to present complex solutions to financial advisors for their high-net-worth clients.
The candidate should have extensive client- or advisor-facing experience, CFP designation, and proven ability to mentor colleagues, deliver engaging
We are seeking a motivated Senior Financial Planning Strategist
- High Net Worth (Hybrid/Remote) to join Osaic in MI, United States.
As a Senior Financial Planning Strategist
- High Net Worth (Hybrid/Remote), you will play an important part at Osaic in MI, United States.
We invite applications for the Senior Financial Planning Strategist
- High Net Worth (Hybrid/Remote) position located in MI, United States.
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