Senior Financial Planning Strategist, HNW - Remote

Osaic; Cincinnati (OH); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

Paid time away

Volunteer days

Job summary

Osaic is seeking a Senior Financial Planning Specialist for our High Net Worth Planning Services team. You will apply deep financial planning knowledge to support advisors and clients with estate, business, and tax strategies, while communicating complex solutions clearly.

In this senior role, you will present to diverse audiences, mentor colleagues, and stay ahead of regulatory trends. A CFP designation and 10+ years’ client-facing experience are required.

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

Responsibilities

• Provide innovative solutions to financial advisors 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 necessary research, leverage technology, and apply experience to address complex financial planning issues and present appropriate solutions to financial advisors.
• Review and summarize complex estate planning documents (e.g., wills, trusts, powers of attorney) and business governance documents.
• 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, regulatory changes).
• Deliver presentations to internal and external audiences, including at conferences, webinars, and trainings.
• Serve as a mentor to colleagues to develop their financial planning skills.
• All other duties as assigned.

Skills

Financial planning

Public speaking

Client-facing

Communication skills

Collaboration

MS Office

Education

Bachelor's degree

Tools

eMoney

Job description

Osaic is seeking a Senior Financial Planning Specialist for our High Net Worth Planning Services team. You will apply deep financial planning knowledge to support advisors and clients with estate, business, and tax strategies, while communicating complex solutions clearly.

In this senior role, you will present to diverse audiences, mentor colleagues, and stay ahead of regulatory trends. A CFP designation and 10+ years’ client-facing experience are required.