Senior High-Net-Worth Planning Strategist

Osaic is seeking a Senior Financial Planning Specialist for its High Net Worth Planning Services team. The role requires deep knowledge of estate, business, and tax planning to craft solutions for financial advisors and their high-net-worth clients.
The position offers a competitive salary and full benefits in a hybrid work environment with in-office scheduling and remote options. Bachelor’s degree required, CFP designation preferred, and experience presenting to diverse audiences is essential.

#J-18808-Ljbffr