Senior High-Net-Worth Financial Planning Strategist
$135k - $160kOsaic
Osaic is seeking a Senior Financial Planning Strategist to join its High Net Worth Planning Services team. This role focuses on providing expert financial planning solutions including estate, business, tax planning, and more. Candidates should have at least 10 years of relevant experience, a CFP designation or J.D., and strong communication skills. The role requires working in a hybrid environment with most days in the office. Osaic offers a competitive salary of $135,000 - $160,000 per year along with comprehensive benefits. #J-18808-Ljbffr Osaic
$135k - $160k
...Senior Financial Planning Strategist Senior Advanced Financial Planning Opportunity in Financial Services Location(s): ~ Atlanta: 230... ...oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep...SeniorHigh net worthFull timeWork at office- ...Harrison Financial Services (HFS) is seeking a sophisticated wealth strategist to support the delivery of advanced planning solutions for high-net-worth and ultra-high-net-worth clients. This role partners... ...wealth strategies. The Senior Wealth Strategist serves as a...SeniorHigh net worthWork at office
- ...Advisor to serve as the primary advisor to high-net-worth clients. This role is focused on... ...wealth strategies that drive long-term financial success. Your responsibilities will include... ...client relationships, leading wealth planning strategies, and ensuring compliance with...SeniorHigh net worth
- ...seeking a Wealth Advisor in Omaha, Nebraska, to serve as the primary advisor to high-net-worth clients. In this role, you'll deliver tailored wealth strategies, manage comprehensive planning, and partner with internal specialists for integrated solutions. The ideal...SeniorHigh net worth
- A leading financial advisory firm in Omaha is seeking a Financial Planner or Senior Financial Planner to construct financial plans for high-net-worth clients. Responsibilities include working closely with advisors, conducting research, and managing client relationships....SeniorHigh net worth
- ...growing fee‑only SEC‑registered financial advisory firm headquartered... ...for a Financial Planner or Senior Financial Planner who will play... ...our advisor team and serving high‑net‑worth clients. This role primarily... ...focuses on constructing financial plans, conducting research across...SeniorHigh net worthFull time
- Orion Placement is seeking an experienced attorney for an estate planning role in Omaha, Nebraska. The position emphasizes... ...wills and trusts, managing estate administration, and advising high-net-worth clients. The ideal candidate will have over 5 years of relevant...SeniorHigh net worth
- ...employees with recognition! About the Tax Senior Role: Prepare and review federal,... ...tax returns for corporations, partnerships and high-net-worth individuals Meet with clients to discuss tax planning, returns and situations Build and develop...SeniorHigh net worthLocal area
$80k - $90k
Gannett Fleming, Inc. is seeking a Senior Proposal Specialist to join the BD&M team, focusing on transportation and construction services. The role involves proposal management, capture planning, and client service support, with opportunities to mentor junior staff. The...SeniorRemote job$78.28k - $131.15k
United Heartland in Omaha, Nebraska is seeking a Loss Control Consultant to provide safety consultation, conduct safety surveys, and train employers on loss prevention. Candidates should have significant experience in risk assessment and familiarity with Workers Compensation...Senior- BP&C in Omaha seeks a Senior Environmental Technical Claims Specialist to manage complex environmental claims. This role demands extensive experience in adjudicating claims with a focus on delivering excellent outcomes for clients. The ideal candidate will need a Bachelor...Senior
- Siemens Mobility is seeking a Senior Sales Executive for Fire Alarm and Life Safety Solutions in Omaha, Nebraska. This position involves engaging with clients to achieve sales and profit goals, collaborating across teams, and representing Siemens in the market. The ideal...Senior
$137.61k - $168.19k
Pacific Asset Management, LLC is seeking a Senior Practice Management Strategist to join their Marketing Strategy Team in Omaha, NE. This critical role... ...driving practice management initiatives that empower financial professionals. The candidate should possess a Bachelor'...Senior- IGNITE is seeking an Electromagnetic Warfare (EW) Capability Gap Analyst in Omaha, NE to support USSTRATCOM’s Joint EMSO Center. The ideal candidate will analyze EW capabilities, develop solutions for operational gaps, and contribute to strategy development. The role requires...SeniorWork at office
$82k - $95k
...experience, and strong skills in communication and problem-solving. The position offers a competitive salary between $82,000 and $95,000 annually, along with comprehensive benefits including healthcare plans and career development opportunities. #J-18808-Ljbffr Conagra BrandsSeniorContract work- Cedarhurst Senior Living in Omaha is seeking a Sales Specialist to drive marketing and sales efforts in senior living communities. This role involves creating and executing sales plans, building relationships with prospective residents, and supporting sales team training...Senior
$63k - $95k
...Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global... ...insight innovation across the org. This is a highly visible, cross-functional role where you... ...able to enroll in our company's 401k plan, as well as an equity-based incentive...SeniorWork experience placementLocal area- ...organization dedicated to helping financial advisors build, scale, and... ...and ensure alignment with planning strategies. Coordinate with internal... .... What Success Looks Like High levels of client satisfaction... ...Experience working with high-net-worth clients is preferred. Skills...High net worth
- ...Nebraska is seeking a primary advisor for high-net-worth and ultra-high-net-worth clients,... ...tailored wealth strategies that ensure financial success. This role involves driving business... ...salary and retirement savings plans, alongside professional development opportunities...High net worth
$160k - $210k
Fully Remote Senior Tax Manager - Trusts and Estates This range is... ...Life Insurance, and 401(k) plan Generous Paid Time off, including... ...tax planning strategies for high net worth individuals and their estates... ...aligned with the client's financial goals and objectives. Stay informed...SeniorHigh net worthRemote jobSummer workWork at officeLocal areaFlexible hours- ...relationships and delivering a high level of client... ..., once the lead strategist for one of the world’s... ...investment advisor and planning division—to fix what’s... ...endowments with complex financial lives. We are a REAL FIDUCIARY... ...working with high-net-worth clients preferred...High net worth
- ...Omaha, NE, we combine sophisticated financial planning with unique private investment opportunities... ...movement. Our founder, once the lead strategist for one of the world’s richest... ...strategies, including private investments, to high‑net‑worth individuals and families, delivering...High net worth
$62.5k - $87.5k
...practice through referrals to deliver financial solutions that ignite the dreams of the... ...understanding of the importance of financial planning. Thrives in an environment of... ...delivering client service and supporting high-net worth clients. Working under moderate supervision...High net worthWork experience placement- Financial Solutions Advisor - Advisor Development Program (Centralized Segment) As a Financial Solutions Advisor you will begin by obtaining... ..., and manage client relationships with both affluent and high‑net‑worth clients Identify client needs, develop relationships, review...High net worthTraineeshipShift workDay shift
$131.46k - $225.36k
...Overview Serve as the primary advisor to high-net-worth and ultra-high-net-worth clients,... ...wealth strategies that drive long-term financial success. You’ll lead client relationships... ...satisfaction. Lead comprehensive wealth planning strategies, including investments, lending...High net worth$124.7k - $146.7k
...helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit,... ...years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience...High net worthTemporary workWork experience placement$60k - $70k
...Overview Outstanding Financial Advisor Opportunity with Local Regional Firm... ...client advisory—working with high-income individuals and business owners on planning, strategy, and financial clarity... ...with a particular focus on High Net Worth (HNW) clientele. We are looking...High net worthPermanent employmentLocal areaRemote work- D&G Solutions is seeking a Senior Military Operations Planner to support high-level defense planning efforts at Offutt AFB Bellevue, Nebraska. The ideal candidate will have extensive experience in military operations and strategic planning at senior levels. Responsibilities...Senior
- ...mortgages from various sources Produce high quality jumbo loans which are compliant... ...borrowers with realtors, builders, financial professionals, bank stores, past customers... ...experience Experience working with high net-worth clients Job Expectations: This...High net worthHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...goals-based wealth management, including planning for retirement, education, legacy, and... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...to work with both affluent and high net worth clients, identifying needs, developing...High net worthTraineeshipWork at officeShift workDay shift
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