Senior Financial Planning Strategist for HNW Clients

OSAIC; Alabama; Hybrid; USD 140,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on estate, business, and tax planning, translating complex concepts into actionable guidance for financial advisors handling high-net-worth clients.

We require a CFP designation, a decade of client-facing planning experience, and strong presentation skills. This position offers hybrid work with multiple U.S. office locations and a competitive compensation package.

Qualifications

• 10+ years of financial planning experience in a client- or advisor-facing capacity.
• CFP Designation is 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.
• Ability to manage multiple complex cases simultaneously.
• 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 retirement plans.
• Conduct research, apply experience, and present solutions to financial advisors.
• Review and summarize complex estate planning and business governance documents.
• Distill complex planning strategies into accessible recommendations for advisors.
• Identify industry and regulatory developments and inform strategic direction.
• Deliver presentations at conferences, webinars, and trainings.
• Mentor colleagues to develop financial planning skills.
• All other duties as assigned.

Skills

Financial planning

Estate planning

Tax planning

Business planning

Client facing

Presentation

Mentoring

Communication

Education

Bachelor's degree

CFP Designation

Tools

Microsoft Office

eMoney

Job description

Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on estate, business, and tax planning, translating complex concepts into actionable guidance for financial advisors handling high-net-worth clients.

We require a CFP designation, a decade of client-facing planning experience, and strong presentation skills. This position offers hybrid work with multiple U.S. office locations and a competitive compensation package.