Senior HNW Financial Planning Specialist; Hybrid/Remote
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Finance & Banking
Job Description & How to Apply Below
Osaic is seeking a Senior Financial Planning Specialist for High Net Worth Planning Services. The role emphasizes estate, business, and tax planning, with the ability to present planning solutions to financial advisors and their clients.
The ideal candidate has 10+ years in financial planning, CFP designation, and strong communication skills. The position offers a hybrid schedule with in-office requirements and opportunities to mentor and educate teams across the organization.
The following position is for a Senior HNW Financial Planning Specialist (Hybrid/Remote) with OSAIC.
We appreciate your interest in this position.
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 Specialist (Hybrid/Remote) role at OSAIC, based in AR, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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