Remote-Eligible Senior Wealth & Estate Planning Strategist
Osaic
Houston, TX
- Remote job
Osaic is seeking a Senior Financial Planning Specialist to join the High Net Worth Planning Services team. The role focuses on estate, business, and tax planning for high-net-worth clients, translating complex planning concepts into practical guidance for financial advisors. The ideal candidate has 10+ years in financial planning, CFP designation, and strong presentation skills. This is a full-time, hybrid role based in the United States with competitive compensation and benefits. #J-18808-Ljbffr Osaic
Vacancy posted 1 day ago
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