Hybrid Senior Financial Planning Strategist High Net Worth

OSAIC; Little Rock (AR); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic seeks a technically skilled Senior Financial Planning Strategist to join the High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on estate, business, and tax planning strategies.

You will identify and communicate planning solutions to financial advisors for their high-net-worth clients. The position emphasizes delivering clear, client-focused guidance, mentoring colleagues, and presenting at conferences and trainings.

Qualifications

• 10+ years of financial planning experience in a client- or advisor-facing capacity.
• CFP designation required.
• Experience delivering educational content and presenting to diverse audiences.
• Demonstrated ability to influence and collaborate across organizational levels.
• Strong written and verbal communication skills.

Responsibilities

• Provide innovative solutions to financial advisors on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
• Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors.
• Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements).
• Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients.
• Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.)
• Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings.
• Serve as a mentor to colleagues to develop their financial planning skills.
• All other duties as assigned.

Skills

10+ years of financial planning

Strong communication

Influence and cross-functionalCollab

Mentorship

Education

Bachelor's degree

CFP Designation

CPA

J.D.

LL.M

Tools

Microsoft Office

eMoney

Job description

Osaic seeks a technically skilled Senior Financial Planning Strategist to join the High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on estate, business, and tax planning strategies.

You will identify and communicate planning solutions to financial advisors for their high-net-worth clients. The position emphasizes delivering clear, client-focused guidance, mentoring colleagues, and presenting at conferences and trainings.