Senior Wealth Planning Strategist - Remote Options
Osaic
Scottsdale, AZ
- Remote job
Osaic is seeking a technically skilled Senior Financial Planning Strategist for its High Net Worth Planning Services team in the US. The role requires deep knowledge of financial planning concepts with emphasis on estate, business, and tax planning strategies. You will translate complex planning into clear recommendations for financial advisors and clients. The candidate will present to internal and external audiences, mentor colleagues, and collaborate across levels while supporting a #J-18808-Ljbffr Osaic
Vacancy posted 1 day ago
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