Senior High Net Worth Planning Strategist - Remote

Advisor Group Inc.; Scottsdale (AZ); Hybride; USD 140 000 - 160 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Résumé du poste

Osaic is seeking a Senior Financial Planning Strategist to join our High Net Worth Planning Services team in a role focused on estate, business, and tax planning for high-net-worth clients. You’ll translate complex concepts into practical strategies for financial advisors and clients, drawing on 10+ years of planning experience and CFP credentials.

The role involves presenting at conferences, mentoring colleagues, and collaborating across levels to shape strategic direction.

Qualifications

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

Responsabilités

• 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.

Connaissances

Financial planning

Presentation skills

Client-facing

Mentoring

Formation

CFP Designation

FINRA Licenses 7/63/65

CPA

J.D.

LL.M

Outils

Microsoft Office

Description du poste

Osaic is seeking a Senior Financial Planning Strategist to join our High Net Worth Planning Services team in a role focused on estate, business, and tax planning for high-net-worth clients. You’ll translate complex concepts into practical strategies for financial advisors and clients, drawing on 10+ years of planning experience and CFP credentials.

The role involves presenting at conferences, mentoring colleagues, and collaborating across levels to shape strategic direction.