Senior Wealth & Estate Planning Strategist (Remote)
Osaic
Indianapolis, IN
- Remote job
Osaic seeks a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role requires deep expertise in estate, business, and tax planning and the ability to present tailored planning solutions to financial advisors for high-net-worth clients. The position demands 10+ years in financial planning, CFP designation, and excellence in communication. Hybrid work is offered with remote options and a comprehensive benefits package. Bachelor's degree is required. #J-18808-Ljbffr Osaic
Vacancy posted 4 days ago
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