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Senior High-Net-Worth Financial Planning Architect (Remote)

$140k - $160k

Osaic

Boca Raton, FL
  • Remote job

Osaic is seeking a Senior Financial Planning Specialist for its High Net Worth Planning Services team. The role requires deep knowledge of financial planning with a focus on estate, business, and tax planning to serve high-net-worth clients. The ideal candidate has 10+ years of experience, a CFP designation, and strong communication skills. This is a full-time, hybrid position based in the United States with a salary range of $140k–$160k plus annual bonus. #J-18808-Ljbffr Osaic

Vacancy posted 1 day ago
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