Senior High Net Worth Financial Planning Strategist
Osaic
Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role emphasizes deep financial planning knowledge in estate, business, and tax planning to craft solutions for financial advisors serving high-net-worth clients. You will present complex concepts, mentor colleagues, and stay ahead of industry and regulatory changes while delivering client-focused guidance and training. #J-18808-Ljbffr Osaic
Vacancy posted 1 day ago
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