Senior High Net Worth Financial Planning Strategist Remote
Osaic
Raleigh, NC
- Remote job
Osaic is seeking a technically skilled Senior Financial Planning Specialist to join the High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on estate, business, and tax planning, and adapting solutions for high-net-worth clients. The ideal candidate has 10+ years of experience, a CFP designation, and the ability to present to diverse audiences. #J-18808-Ljbffr Osaic
Vacancy posted 1 day ago
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