Senior High Net Worth Financial Planning Strategist; Hybrid​/Remote

Osaic is seeking a Senior Financial Planning Specialist for High Net Worth Planning Services in a hybrid role with opportunities for remote work. The position demands deep expertise in estate, business, and tax planning, and the ability to translate complex strategies for financial advisors serving high-net-worth clients.

The role requires a Bachelor's degree and CFP Designation, with additional credentials (CPA, J.D., LL.M) preferred.

We invite applications for the Senior High Net Worth Financial Planning Strategist (Hybrid/Remote) position located in Atlanta, GA, United States.

Join us at OSAIC as our next Senior High Net Worth Financial Planning Strategist (Hybrid/Remote) in Atlanta, GA, United States.

We are currently recruiting a Senior High Net Worth Financial Planning Strategist (Hybrid/Remote) for our team in Atlanta, GA, United States.

This is a great role to take on the Senior High Net Worth Financial Planning Strategist (Hybrid/Remote) role at OSAIC.