Senior Financial Planning Strategist, High Net Worth
Osaic
Osaic seeks a technically skilled Senior Financial Planning Specialist for its High Net Worth Planning Services team. The role focuses on estate, business, and tax planning, translating complex strategies into actionable advisor guidance for high-net-worth clients. Ideal candidates have CFP designation, 10+ years of client-facing financial planning experience, and strong presentation skills. The position supports a hybrid work model, with multiple U.S. locations and remote applicants considered. #J-18808-Ljbffr Osaic
Vacancy posted 1 day ago
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