Sr. Financial Planning Strategist

Senior Financial Planning Strategist – High Net Worth Planning Services Opportunity: Senior Advanced Financial Planning in Financial Services. Locations Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339 La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Berkley: 850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Hybrid schedule: minimum of four in-office days per week. Remote candidates are not considered. Applicants must be located at one of the above hubs. Role Type: Full-time. Salary: $135,000–$160,000 per year plus annual bonus. Compensation individualized based on location, skills, licensure, experience, and education. Benefits include: Health, vision, and dental insurance. 401(k) retirement plan. Paid time away. Volunteer days. Additional benefits available; view details on our careers page. We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients. Responsibilities Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans. Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors. Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements). Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients. Identify developments that impact financial planning and inform the organization’s strategic direction (e.g., industry trends, legislative and regulatory changes, etc.). Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team training sessions. Serve as a mentor to colleagues to develop their financial planning skills. All other duties as assigned. Basic Requirements 10+ years of financial planning experience in a client- or advisor-facing capacity. CFP Designation or J.D. Experience delivering educational content and presenting to diverse audiences. Demonstrated ability to influence and collaborate across organizational levels. Strong communication skills, both written and verbal. Ability to manage multiple complex cases simultaneously. Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook). Preferred Requirements Proficiency in financial planning software (e.g., eMoney). CPA. FINRA Series 7, 63, and 65 licenses. J.D.

LL.M.

Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities, genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility: Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic. Unqualified Applications: Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies: Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions. #J-18808-Ljbffr Osaic