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Senior High Net Worth Financial Planning Strategist(Hybrid)

Osaic

Osaic is seeking a technically skilled Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role focuses on estate, business, and tax planning strategies, translating complex planning into actionable solutions for financial advisors and their clients. The ideal candidate has extensive experience and a CFP designation, with strong communication and presentation skills. #J-18808-Ljbffr Osaic

Vacancy posted 2 days ago
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