Hybrid Senior Financial Planning Strategist, HNW
Listed on 2026-11-01
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Osaic is seeking a Senior Financial Planning Specialist for its High Net Worth Planning Services team. The role demands deep knowledge of estate, business, and tax planning and the ability to translate complex strategies for financial advisors and clients.
Required:
10+ years in financial planning, CFP designation, strong presentation skills, and proficiency in Microsoft Office. This is a full-time, hybrid position with several office locations and remote possibilities.
We invite applications for the Hybrid Senior Financial Planning Strategist, HNW position located in MO, United States.
The position is based in MO, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 130..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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