Senior High-Net-Worth Planning Strategist
Listed on 2026-09-30
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Finance & Banking
Osaic is seeking a Senior Financial Planning Specialist for its High Net Worth Planning Services team. The role requires deep knowledge of estate, business, and tax planning to craft solutions for financial advisors and their high-net-worth clients.
The position offers a competitive salary and full benefits in a hybrid work environment with in-office scheduling and remote options. Bachelor’s degree required, CFP designation preferred, and experience presenting to diverse audiences is essential.
Our group is growing, and we are hiring a Senior High-Net-Worth Planning Strategist in AZ, United States.
This opportunity is for the Senior High-Net-Worth Planning Strategist role at Osaic.
We are seeking a motivated Senior High-Net-Worth Planning Strategist to join Osaic in AZ, United States.
Consider building your career as a Senior High-Net-Worth Planning Strategist at Osaic.
The Senior High-Net-Worth Planning Strategist position in the Finance, Management & Operations field is open for applications.
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