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Hybrid Senior Financial Planning Strategist HNW
Job in
Berwyn, Chester County, Pennsylvania, 19312, USA
Listed on 2026-01-01
Listing for:
Osaic
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Berwyn
A financial services company is seeking a Senior Financial Planning Specialist skilled in High Net Worth Planning Services. This full-time role requires 10+ years of financial planning experience, offering innovative solutions on taxation, estate planning, and business succession. The position demands strong communication skills, proficiency with Microsoft Office, and a CFP or J.D. designation. The role is based in Berwyn, PA, with a hybrid work schedule requiring 4 days in-office and provides a competitive compensation package including health benefits.
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Position Requirements
10+ Years
work experience
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