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Senior High Net Worth Financial Planning Strategist

Job in Paducah, McCracken County, Kentucky, 42001, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 140000 - 160000 USD Yearly USD 140000.00 160000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Financial Planning Specialist to join the High Net Worth Planning Services team. This role requires over 10 years of client-facing financial planning experience and a CFP designation. Responsibilities include providing innovative planning solutions to financial advisors, conducting research, and advising on complex estate planning. The position offers a competitive salary between $140,000 and $160,000 with additional benefits.

A hybrid working model is available.
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Position Requirements
10+ Years work experience
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