Senior Financial Planning Strategist - HNW, Remote

Osaic; Mississippi; Hybride; USD 140 000 - 160 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Résumé du poste

Osaic seeks a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on advanced estate, business, and tax planning strategies for high-net-worth clients, translating complex concepts into practical advisor guidance.

Requires a CFP and 10+ years in financial planning with strong communication and presentation skills. Bachelor's degree required. This is a full-time role with hybrid work and potential remote consideration.

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.
• Ability to manage multiple complex cases simultaneously.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Responsabilités

• 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.

Connaissances

10+ years of financial planning

CFP Designation

Educational content delivery

Influence and collaboration

Strong communication

Case management

MS Office proficiency

Formation

Bachelor's degree

Description du poste

Osaic seeks a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on advanced estate, business, and tax planning strategies for high-net-worth clients, translating complex concepts into practical advisor guidance.

Requires a CFP and 10+ years in financial planning with strong communication and presentation skills. Bachelor's degree required. This is a full-time role with hybrid work and potential remote consideration.