Senior Merchandise Planner
Osaic
Osaic is seeking a technically skilled Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role emphasizes estate planning, business planning, and tax planning, translating complex strategies into actionable guidance for financial advisors serving high-net-worth clients. The ideal candidate will have 10+ years in financial planning, CFP designation, and proven ability to present to diverse audiences. #J-18808-Ljbffr
Vacancy posted 1 day ago
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