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Senior Financial Planning Strategist - High Net Worth Hybrid
Job in
Central, Pickens County, South Carolina, 29630, USA
Listed on 2026-02-19
Listing for:
Advisor Group
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A financial services firm is seeking a Senior Financial Planning Specialist to join their High Net Worth Planning Services team. This role involves providing innovative financial solutions and strategies, with a focus on estate, business, and tax planning. The ideal candidate will have over 10 years of financial planning experience and a CFP designation. Strong communication and research skills are essential for distilling complex strategies into actionable recommendations.
The position offers a hybrid work schedule and competitive compensation.
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Position Requirements
10+ Years
work experience
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