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Senior HNW Financial Planning Strategist & Estate Expert
Job in
Sterling Heights, Macomb County, Michigan, 48310, USA
Listed on 2026-08-23
Listing for:
Osaic
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. You will apply deep financial planning knowledge to estate, business, and tax strategies, presenting solutions to financial advisors for high-net-worth clients.
The role emphasizes technical expertise, client-focused mentoring, and collaboration across the organization in a hybrid work environment. Bachelor's degree required, with CFP and advanced licenses preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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