Senior High Net Worth Financial Planning Strategist

Osaic; Bridgeport (CT); Hybride; USD 130 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401(k)

Paid time off

Volunteer days

Résumé du poste

Osaic is seeking a technically skilled Senior Financial Planning Strategist for its High Net Worth Planning Services team. You will work with financial advisors to design estate, business, and tax planning strategies, then translate complex concepts into clear, actionable guidance.

The role requires 10+ years of planning experience, CFP, and strong presentation skills. Hybrid schedule with in-office days is expected; remote applicants may be considered. Bachelor's degree required.

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.
• 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

Communication skills

Influence & collaboration

Presentation skills

Multi-tasking

Formation

Bachelor's degree

CFP designation

CPA

J.D./LL.M

Outils

MS Office

eMoney

Description du poste

Osaic is seeking a technically skilled Senior Financial Planning Strategist for its High Net Worth Planning Services team. You will work with financial advisors to design estate, business, and tax planning strategies, then translate complex concepts into clear, actionable guidance.

The role requires 10+ years of planning experience, CFP, and strong presentation skills. Hybrid schedule with in-office days is expected; remote applicants may be considered. Bachelor's degree required.