Senior High Net Worth Financial Planning Strategist

Osaic is seeking a Senior Financial Planning Strategist to join the High Net Worth Planning Services team. This role, based in Honolulu, Hawaii, involves providing expert financial planning solutions to financial advisors, particularly in estate and business planning. The ideal candidate should have over 10 years of experience in financial planning, hold a CFP designation, and possess strong communication skills. Osaic offers a hybrid work model requiring office attendance four days a week and a competitive compensation package including health benefits and annual bonuses.
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