Senior High Net Worth Planning Strategist - Remote
Advisor Group
Scottsdale, AZ
- Remote job
Osaic is seeking a Senior Financial Planning Strategist to join our High Net Worth Planning Services team in a role focused on estate, business, and tax planning for high-net-worth clients. You’ll translate complex concepts into practical strategies for financial advisors and clients, drawing on 10+ years of planning experience and CFP credentials. The role involves presenting at conferences, mentoring colleagues, and collaborating across levels to shape strategic direction. #J-18808-Ljbffr Advisor Group
Vacancy posted 2 days ago
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