Senior Wealth Planning Strategist - High Net Worth, Hybrid
Osaic
A financial services firm is seeking a Senior Financial Planning Specialist to join its High Net Worth Planning Services team. The role emphasizes expertise in financial planning, including estate and business planning. Candidates must have at least 10 years of experience and a CFP designation. The position offers a hybrid work model and a competitive salary between $140,000 - $160,000 with additional bonuses. Benefits include health insurance, 401k, and paid time off. #J-18808-Ljbffr Osaic
Vacancy posted 4 days ago
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