Sr. Financial Planning Strategist

Senior Advanced Financial Planning – High Net Worth Planning Services

Location(s):
Atlanta – 2300 Windy Ridge Pkwy SE, Suite
750, Atlanta, GA 30339;
La Vista – 12325 Port Grace Blvd, La Vista, NE 68128;
Oakdale – 7755 3rd St. N, Oakdale, MN 55128;
Scottsdale – 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255;
Berwyn – 850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312;
St. Petersburg – 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702.

Osaic is not considering remote candidates at this time and requires a hybrid schedule with a minimum of four days weekly in the office.

$135,000 - $160,000 per year + annual bonus.

Health, vision, dental, 401k, paid time away, volunteer days and more.

We seek a technically skilled and service‑oriented Senior Financial Planning Strategist for the High Net Worth Planning Services team. The role requires deep knowledge of financial planning concepts focusing on estate planning, business planning, and tax planning strategies. The candidate will identify and communicate planning solutions to financial advisors for high‑net‑worth clients.

Bachelor's degree required.

• Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession, estate planning, trust administration, life insurance, and qualified and non‑qualified retirement plans.
• Conduct necessary research, leverage technology, and apply experience to address complex financial planning issues and present appropriate solutions.
• Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy‑sell, partnership, and shareholder agreements).
• Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients.
• Identify developments that impact financial planning and inform the organization’s strategic direction (e.g., industry trends, legislative and regulatory changes).
• Deliver presentations to internal and external audiences, including conferences, webinars, and advisor and team training sessions.
• Serve as a mentor to colleagues to develop their financial planning skills.
• Perform all other duties as assigned.

• 10+ years of financial planning experience in a client‑ or advisor‑facing capacity.
• CFP designation or J.D.
• Experience delivering educational content and presenting to diverse audiences.
• Demonstrated ability to influence and collaborate across organizational levels.
• Strong communication skills, both written and verbal.
• Ability to manage multiple complex cases simultaneously.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

• Proficiency in financial planning software (e.g., eMoney).
• CPA.
• FINRA Series 7, 63, and 65 licenses.
• J.D.
• LL.M.

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.