Senior High-Net-Worth Financial Planning Strategist
Osaic
Osaic seeks a technically skilled Senior Financial Planning Specialist for its High Net Worth Planning Services team. The role centers on estate, business, and tax planning for high-net-worth clients, translating complex strategies into advisor-ready recommendations. The position requires a CFP designation, 10+ years of experience, and strong presentation/communication skills. Hybrid schedule with in-office presence is expected; remote candidates may be considered. Bachelor’s degree required. #J-18808-Ljbffr Osaic
Vacancy posted 1 day ago
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