Hybrid Senior High Net Worth Financial Planner & Strategist

Osaic; Nebraska; 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 is seeking a Senior Financial Planning Specialist for High Net Worth Planning Services. The role requires deep knowledge of financial planning concepts with emphasis on estate, business, and tax planning strategies.

You will guide financial advisors on complex planning solutions for high-net-worth clients. The candidate should have a Bachelor's degree and CFP designation, plus strong communication and presentation skills, with ability to manage multiple complex cases in a hybrid office

Qualifications

• 10+ years of financial planning experience in a client- or advisor-facing capacity.
• CFP Designation.
• Experience delivering educational content and presenting to diverse audiences.
• Demonstrated ability to influence and collaborate across organizational levels.
• Strong communication skills, both written and verbal.
• Ability to manage multiple complex cases simultaneously.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Provide innovative solutions to financial advisors on taxation, business succession planning, estate planning, trust administration, life insurance, and retirement plans.
• Conduct research, leverage technology, and apply experience to address complex financial planning issues.
• Review and summarize complex estate planning documents and business governance documents.
• Distill complex planning strategies into accessible, actionable recommendations for advisors.
• Identify industry and regulatory developments and inform strategic direction.
• Deliver presentations to internal and external audiences, including conferences and trainings.
• Mentor colleagues to develop financial planning skills.
• All other duties as assigned.

Skills

Communication

Presentation

Client-facing

Cross-functional collaboration

Multi-tasking

MS Office

Education

Bachelor0s degree

CFP Designation

CPA

FINRA Series 7/63/65

J.D.

LL.M

Tools

Microsoft Office

eMoney (preferred)

Job description

Osaic is seeking a Senior Financial Planning Specialist for High Net Worth Planning Services. The role requires deep knowledge of financial planning concepts with emphasis on estate, business, and tax planning strategies.

You will guide financial advisors on complex planning solutions for high-net-worth clients. The candidate should have a Bachelor's degree and CFP designation, plus strong communication and presentation skills, with ability to manage multiple complex cases in a hybrid office