Senior Wealth Planning Strategist - Remote Options

Posted 6 days ago

osaicScottsdale (AZ)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Osaic is seeking a technically skilled Senior Financial Planning Strategist for its High Net Worth Planning Services team in the US. The role requires deep knowledge of financial planning concepts with emphasis on estate, business, and tax planning strategies. You will translate complex planning into clear recommendations for financial advisors and clients. The candidate will present to internal and external audiences, mentor colleagues, and collaborate across levels while supporting a #J-18808-Ljbffr

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A number in mind

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Your notice period

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