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 planning, business planning, and tax planning strategies, translating complex concepts into actionable recommendations for financial advisors serving high‑net‑worth clients. Bachelor’s degree required; CFP designation; 10+ years in financial planning; strong presentation skills; proficiency with Microsoft Office; mentor to colleagues and #J-18808-Ljbffr Osaic
Vacancy posted 1 day ago
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