Senior High Net Worth Planning Strategist
Osaic
Osaic is seeking a Senior Financial Planning Strategist for our High Net Worth Planning Services team. The role focuses on advanced financial planning concepts, including estate, business, and tax planning, and communicating solutions to financial advisors for high-net-worth clients. The candidate should be technically skilled, service oriented, and capable of mentoring others. A Bachelor's degree and CFP designation are required, with additional preferred licenses and credentials. #J-18808-Ljbffr Osaic
Vacancy posted 2 days ago
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