Remote-Eligible Senior Financial Planning Strategist HNW

Posted 8 days ago

osaicKansas City (MO)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Osaic is seeking a Senior Financial Planning Specialist for High Net Worth Planning Services. This role requires hands-on expertise in estate, business, and tax planning and a proven ability to communicate complex strategies to financial advisors serving high-net-worth clients. The ideal candidate has 10+ years in financial planning, CFP designation, and the ability to influence across levels. This full-time, hybrid role offers a competitive compensation package and comprehensive benefits #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

It's what we read first. Occupations, seniority and locations matter more than a long history.

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.