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Financial Consultant Financial Analyst Financial Services Financial Advisor

Senior High Net Worth Financial Planning Strategist

Job in Rockford, Winnebago County, Illinois, 61103, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Senior Financial Planning Specialist. This role focuses on providing financial planning solutions for high net worth clients, requiring extensive knowledge in estate and business planning. The ideal candidate should have over 10 years of experience in financial planning, possess a CFP designation, and be adept at client interactions. Additional qualifications include strong communication skills and the ability to present complex ideas clearly.

This full-time role offers competitive compensation and requires a hybrid work model.
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Position Requirements
10+ Years work experience
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