Senior HNW Financial Planning Strategist (Remote)
Osaic
Oklahoma City, OK
- Remote job
Osaic is seeking a highly skilled Senior Financial Planning Strategist to join the High Net Worth Planning Services team. The role focuses on estate, business, and tax planning strategies and requires presenting planning solutions to financial advisors for high-net-worth clients. Requirements include 10+ years in financial planning, CFP designation, and the ability to communicate complex concepts clearly. A Bachelor's degree is required, with a strong emphasis on client-facing advisory work. #J-18808-Ljbffr Osaic
Vacancy posted 3 days ago
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