Senior High-Net-Worth Financial Planning Strategist

Osaic; Connecticut; 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 seeks a technically skilled Senior Financial Planning Specialist for its High Net Worth Planning Services team. The role centers on estate, business, and tax planning for high-net-worth clients, translating complex strategies into advisor-ready recommendations.

The position requires a CFP designation, 10+ years of experience, and strong presentation/communication skills. Hybrid schedule with in-office presence is expected; remote candidates may be considered. Bachelor’s degree 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.
• Ability to manage multiple complex cases simultaneously.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Proficiency in financial planning software (e.g., eMoney) (preferred).
• FINRA Series 7, 63, and 65 licenses (preferred).
• J.D. (preferred).
• LL.M (preferred).
• CPA (preferred).

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 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.

Skills

Financial planning

Estate planning

Tax planning

Presentation skills

Mentoring

Communication skills

Education

Bachelor's degree

CFP Designation

CPA

J.D.

LL.M

Tools

Microsoft Office

eMoney

Job description

Osaic seeks a technically skilled Senior Financial Planning Specialist for its High Net Worth Planning Services team. The role centers on estate, business, and tax planning for high-net-worth clients, translating complex strategies into advisor-ready recommendations.

The position requires a CFP designation, 10+ years of experience, and strong presentation/communication skills. Hybrid schedule with in-office presence is expected; remote candidates may be considered. Bachelor’s degree required.