Senior High Net Worth Financial Planning Strategist

Osaic is seeking a Senior Financial Planning Specialist for their High Net Worth Planning Services team in Bridgeport, CT. The role requires a strong background in financial planning, particularly in estate, business, and tax planning strategies. Candidates should have at least 10 years of experience and a CFP designation. Responsibilities include advising financial advisors, conducting research, and delivering presentations. Osaic offers a hybrid work schedule and a competitive compensation package that includes health benefits and retirement plans.
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