Remote Senior Financial Planning Strategist - HNW & Estate

Osaic; Baltimore (MD); Hybrid; USD 130,000 - 150,000; Full time

Job summary

Osaic is seeking a technically skilled Senior Financial Planning Strategist for its High Net Worth Planning Services team. You will leverage deep knowledge of estate, business, and tax planning to support financial advisors managing high-net-worth clients.

The role requires a CFP designation, 10+ years of client-facing financial planning experience, and strong presentation and collaboration skills. The position is full-time, hybrid (minimum 4 days in office), with remote opportunities for select

Qualifications

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

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 retirement plans.
• Conduct research, leverage technology, and apply experience to address complex financial planning issues and present solutions to financial advisors.
• Review and summarize complex estate planning documents and business governance documents.
• Distill complex planning strategies into accessible recommendations for advisors to present to clients.

Skills

Client-facing experience

Strong communication

Mentoring / leadership

Presentation skills

Cross-functional collaboration

Education

CFP Designation

Bachelor's degree

Tools

Microsoft Office

Financial planning software (eMoney)

Job description

Osaic is seeking a technically skilled Senior Financial Planning Strategist for its High Net Worth Planning Services team. You will leverage deep knowledge of estate, business, and tax planning to support financial advisors managing high-net-worth clients.

The role requires a CFP designation, 10+ years of client-facing financial planning experience, and strong presentation and collaboration skills. The position is full-time, hybrid (minimum 4 days in office), with remote opportunities for select