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Senior High Net Worth Financial Planner Strategist – Hybrid

Job in St. Cloud, Saint Cloud, Stearns County, Minnesota, 56301, USA
Listing for: Osaic
Full Time position
Listed on 2026-09-08
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 140000 - 160000 USD Yearly USD 140000.00 160000.00 YEAR
Job Description & How to Apply Below
Location: St. Cloud

Osaic is seeking a technically skilled Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role emphasizes estate, business, and tax planning, with the ability to translate complex concepts into clear guidance for financial advisors serving high-net-worth clients.

The ideal candidate has deep planning knowledge, CFP designation, and proven experience presenting to diverse audiences. Hybrid/remote-friendly, based in the US with long-term career growth.

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Position Requirements
10+ Years work experience
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