Senior High Net Worth Financial Planning Strategist (Hybrid/Remote)

Osaic; Atlanta (GA); Hybrid; USD 130.000 - 150.000; Vollzeit

Zusammenfassung

Osaic is seeking a Senior Financial Planning Specialist for High Net Worth Planning Services in a hybrid role with opportunities for remote work. The position demands deep expertise in estate, business, and tax planning, and the ability to translate complex strategies for financial advisors serving high-net-worth clients.

The role requires a Bachelor's degree and CFP Designation, with additional credentials (CPA, J.D., LL.M) preferred.

Qualifikationen

• 10+ years of financial planning experience in a client- or advisor-facing capacity.
• CFP Designation required.
• 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).

Aufgaben

• Provide innovative solutions to financial advisors on the High Net Worth Planning Services team, including taxation, business succession planning, estate planning, trust administration, life insurance, and retirement plans.
• Conduct research, leverage technology, and apply experience to address complex financial planning issues and present solutions.
• Review and summarize complex estate planning documents and business governance documents.
• Distill complex planning strategies into accessible recommendations for advisors to present to clients.
• Identify developments impacting financial planning and inform strategic direction.
• Deliver presentations to internal and external audiences, including conferences and trainings.
• Mentor colleagues to develop financial planning skills.
• All other duties as assigned.

Kenntnisse

Communication

Presentation skills

Team collaboration

MS Office

Ausbildung

Bachelor's degree

CFP Designation

CPA

J.D.

LL.M

Tools

eMoney

Jobbeschreibung

Osaic is seeking a Senior Financial Planning Specialist for High Net Worth Planning Services in a hybrid role with opportunities for remote work. The position demands deep expertise in estate, business, and tax planning, and the ability to translate complex strategies for financial advisors serving high-net-worth clients.

The role requires a Bachelor's degree and CFP Designation, with additional credentials (CPA, J.D., LL.M) preferred.