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Wealth Management Financial Consultant Financial Advisor

Senior Wealth Planning Strategist – Estate & Tax Expert

Job in Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 140000 - 160000 USD Yearly USD 140000.00 160000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. This role requires extensive knowledge of estate, business, and tax planning. The successful candidate will provide innovative solutions and mentor colleagues, ensuring optimal financial strategies for high-net-worth clients. Applicants should have at least 10 years of experience and a CFP designation.

This position offers a competitive salary between $140,000 - $160,000, plus a hybrid work schedule.
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Position Requirements
10+ Years work experience
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