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Senior Financial Planning Strategist (Remote)

Advisor Group

Osaic is seeking a Senior Financial Planning Strategist for the High Net Worth Planning Services team. This role requires deep knowledge of estate, business, and tax planning and the ability to present planning solutions to financial advisors for high-net-worth clients. The position emphasizes technical expertise, client service, and collaboration across teams, with a path to mentoring and leadership within a dynamic advisory practice. #J-18808-Ljbffr Advisor Group

Vacancy posted 12 hours ago
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