×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Consultant Wealth Management Financial Advisor

Senior Wealth Planning Strategist – Estate & Tax Expert

Job in Tupelo, Lee County, Mississippi, 38802, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. This full-time position emphasizes expertise in estate, business, and tax planning and involves mentoring colleagues and advising financial advisors. Candidates should have a bachelor's degree and CFP certification, with over 10 years of client-facing experience. The role includes innovative solution development and research presentation.

A hybrid work schedule is provided, alongside competitive compensation and comprehensive benefits.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search