Senior Wealth Planning Strategist - High Net Worth Remote
Detroit, Wayne County, Michigan, 48228, USA
Listed on 2026-11-04
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Finance & Banking
Wealth Management
Osaic is seeking a Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role focuses on estate, business and tax planning strategies, delivering expert guidance to financial advisors managing sophisticated client portfolios.
The position requires a CFP designation, 10+ years of experience, and strong communication skills. The role supports hybrid in-office work across multiple locations with a competitive total compensation package.
For the Senior Wealth Planning Strategist
- High Net Worth Remote position at Osaic, we are reviewing applications now.
We have an opening for a Senior Wealth Planning Strategist
- High Net Worth Remote in Detroit, MI, United States within Finance, Management & Operations.
This role, Senior Wealth Planning Strategist
- High Net Worth Remote at Osaic, could be your next career step.
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