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Senior FP Strategist - HNW Estate Tax; Hybrid
Job in
Saint Petersburg, Pinellas County, Florida, 33739, 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
A financial services company is seeking a Senior Financial Planning Specialist to provide innovative planning solutions for high-net-worth clients. This role demands extensive financial planning experience, strong communication skills, and the ability to mentor others. The position requires a minimum of 4 days in-office work on a hybrid schedule, with a competitive salary between $140,000 to $160,000 and additional benefits including health insurance and a 401k plan.
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Position Requirements
10+ Years
work experience
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