Remote-Ready Senior HNW Financial Planning Strategist

Osaic; Boise (ID); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision and dental insurance

401k

Paid time away

Volunteer days

Career development

Job summary

Osaic seeks a technically skilled Senior Financial Planning Strategist for High Net Worth Planning Services. You will work with financial advisors to craft estate, business, tax planning solutions and present complex concepts clearly, supporting advisors and clients alike.

The role requires 10+ years in financial planning, CFP designation, and strong communication. Expect a hybrid work schedule, collaboration across teams, and ongoing education with opportunities to mentor colleagues.

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.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Responsibilities

• Provide innovative solutions to financial advisors as an expert 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

Financial planning

Client-facing

Communication skills

Mentoring

Education

CFP Designation

Bachelor's degree

CPA

J.D.

LL.M

Tools

Microsoft Office

eMoney

Job description

Osaic seeks a technically skilled Senior Financial Planning Strategist for High Net Worth Planning Services. You will work with financial advisors to craft estate, business, tax planning solutions and present complex concepts clearly, supporting advisors and clients alike.

The role requires 10+ years in financial planning, CFP designation, and strong communication. Expect a hybrid work schedule, collaboration across teams, and ongoing education with opportunities to mentor colleagues.