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Senior High-Net-Worth Financial Planning Strategist
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-08-22
Listing for:
Osaic
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Osaic seeks a technically skilled Senior Financial Planning Specialist for its High Net Worth Planning Services team. The role centers on estate, business, and tax planning for high-net-worth clients, translating complex strategies into advisor-ready recommendations.
The position requires a CFP designation, 10+ years of experience, and strong presentation/communication skills. Hybrid schedule with in-office presence is expected; remote candidates may be considered. Bachelor’s degree required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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