Senior Financial Planning Strategist - High Net Worth (Hybrid/Remote)

OSAIC; Michigan; Híbrido; USD 130.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Descripción de la vacante

Osaic is seeking a highly skilled Senior Financial Planning Strategist to join our High Net Worth Planning Services team. The role requires deep knowledge of planning concepts with emphasis on estate, business, and tax planning strategies and the ability to present complex solutions to financial advisors for their high-net-worth clients.

The candidate should have extensive client- or advisor-facing experience, CFP designation, and proven ability to mentor colleagues, deliver engaging

Formación

• 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).
• Proficiency in financial planning software (e.g., eMoney).

Responsabilidades

• 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 governance documents.
• Distill complex planning strategies into accessible and actionable recommendations for advisors.
• Identify developments that impact financial planning and inform the organization’s strategic direction.
• Deliver presentations to internal and external audiences at conferences, webinars, trainings.
• Serve as a mentor to colleagues to develop their financial planning skills.
• All other duties as assigned.

Conocimientos

Client-facing

Financial planning

Communication

Mentoring

Presentations

Estate planning

Tax planning

Educación

Bachelor's degree

CPA

J.D.

LL.M.

Herramientas

Microsoft Office

eMoney

Descripción del empleo

Osaic is seeking a highly skilled Senior Financial Planning Strategist to join our High Net Worth Planning Services team. The role requires deep knowledge of planning concepts with emphasis on estate, business, and tax planning strategies and the ability to present complex solutions to financial advisors for their high-net-worth clients.

The candidate should have extensive client- or advisor-facing experience, CFP designation, and proven ability to mentor colleagues, deliver engaging