Senior High Net Worth Financial Planning Strategist

Osaic; Iowa; 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 technically skilled Senior Financial Planning Specialist to join our High Net Worth Planning Services team. This role emphasizes estate, business, and tax planning strategies and requires communicating planning solutions to financial advisors for their high-net-worth clients.

The position offers a hybrid schedule with in-office days and remote options, and requires 10+ years of experience, CFP designation, and strong presentation abilities.

Formación

• 10+ years of financial planning experience in a client- or advisor-facing capacity.
• CFP Designation and strong communication skills.
• Experience delivering educational content and presenting to diverse audiences.
• Demonstrated ability to influence and collaborate across organizational levels.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Responsabilidades

• 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.

Conocimientos

Strong communication

Client-facing experience

Educación

Bachelor's degree

CFP Designation

Herramientas

Microsoft Office

eMoney

Descripción del empleo

Osaic is seeking a technically skilled Senior Financial Planning Specialist to join our High Net Worth Planning Services team. This role emphasizes estate, business, and tax planning strategies and requires communicating planning solutions to financial advisors for their high-net-worth clients.

The position offers a hybrid schedule with in-office days and remote options, and requires 10+ years of experience, CFP designation, and strong presentation abilities.