Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on estate planning, business planning, and tax planning strategies, translating complex concepts into actionable guidance for financial advisors and their clients.
The position emphasizes delivering engaging presentations, mentoring colleagues, and staying ahead of industry and regulatory changes. Bachelor's degree required and CFP designation preferred.
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Senior High Net Worth Planning Strategist (Remote)
Osaic · Multiple locations ·
- Pay:
- 140.000 - 160.000
- Job type:
- Full Time