Senior High Net Worth Financial Planning Strategist

Osaic is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team in Orlando, Florida. This role involves providing innovative financial planning solutions to advisors, focusing on estate, business, and tax planning strategies. Candidates should possess over 10 years of experience, a CFP designation, strong communication skills, and proficiency in Microsoft Office. The job requires a minimum of 4 days in the office per week, leveraging expertise to deliver presentations and mentor colleagues.
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