Remote Senior High-Net-Worth Financial Planner
Osaic
Washington DC
- Remote job
Osaic seeks a senior financial planning strategist to join the High Net Worth Planning Services team. You will provide expert guidance on estate planning, business planning, tax planning, trusts, and retirement plans to financial advisors handling affluent clients. This role requires a CFP designation, 10+ years of client-facing experience, and strong communication and presentation skills. A Bachelor’s degree is required; remote-friendly, with hybrid in-office expectations. #J-18808-Ljbffr Osaic
Vacancy posted 5 days ago
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