Senior Financial Planning Strategist for HNW Clients

Posted 4 days ago

osaicEl Paso (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on estate, business, and tax planning, translating complex concepts into actionable guidance for financial advisors handling high-net-worth clients. We require a CFP designation, a decade of client-facing planning experience, and strong presentation skills. This position offers hybrid work with multiple U.S. office locations and a competitive compensation package. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.