Senior High Net Worth Financial Planning Strategist (Hybrid)

Osaic; Columbus (OH); Híbrido; USD 130.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Vision insurance

401k

Paid time off

Volunteer days

Descripción de la vacante

Osaic is seeking a technically skilled Senior Financial Planning Strategist for its High Net Worth Planning Services. The role emphasizes deep financial planning knowledge with a focus on estate planning, business planning, and tax strategies, translating complex solutions for financial advisors and their clients.

The ideal candidate will have CFP, 10+ years of experience, and demonstrated ability to mentor colleagues while presenting to diverse audiences.

Formación

• 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

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 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) 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).
• 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

Financial planning

Estate planning

Tax planning

Business planning

Public speaking

Educación

Bachelor's degree

Herramientas

Microsoft Office

eMoney

Descripción del empleo

Osaic is seeking a technically skilled Senior Financial Planning Strategist for its High Net Worth Planning Services. The role emphasizes deep financial planning knowledge with a focus on estate planning, business planning, and tax strategies, translating complex solutions for financial advisors and their clients.

The ideal candidate will have CFP, 10+ years of experience, and demonstrated ability to mentor colleagues while presenting to diverse audiences.