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Remote Senior High Net Worth Planning Strategist

Osaic

Chicago, IL
  • Remote job

Osaic is seeking a Senior Financial Planning Strategist to join the High Net Worth Planning Services team. This role focuses on estate, business, and tax planning and requires deep technical knowledge and the ability to present complex solutions to financial advisors. You'll mentor colleagues, deliver presentations, and stay ahead of industry trends while collaborating across organizational levels. The position is full-time with a hybrid schedule and a strong compensation package. #J-18808-Ljbffr Osaic

Vacancy posted 1 day ago
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