Senior High Net Worth Financial Planning Strategist-Hybrid

Osaic; Kentucky; Ibrido; USD 130.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Descrizione del lavoro

Osaic is seeking a Senior Financial Planning Specialist to join our High Net Worth Planning Services team. You will advise financial advisors on complex planning areas including estate, business, and tax planning, translating complex concepts into actionable recommendations for clients.

The role requires deep financial planning knowledge, strong communication, and the ability to present to diverse audiences. This is a hybrid role with potential remote work and a full-time schedule.

Competenze

• 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.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Mansioni

• 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.

Conoscenze

Financial planning

Client-facing

Educational content delivery

Cross-functional collaboration

Communication

Microsoft Office

Formazione

Bachelor's degree

Strumenti

eMoney

Descrizione del lavoro

Osaic is seeking a Senior Financial Planning Specialist to join our High Net Worth Planning Services team. You will advise financial advisors on complex planning areas including estate, business, and tax planning, translating complex concepts into actionable recommendations for clients.

The role requires deep financial planning knowledge, strong communication, and the ability to present to diverse audiences. This is a hybrid role with potential remote work and a full-time schedule.