Senior HNW Financial Planning Specialist (Hybrid/Remote)

Osaic; Arkansas; Hybride; USD 130 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Résumé du poste

Osaic is seeking a Senior Financial Planning Specialist for High Net Worth Planning Services. The role emphasizes estate, business, and tax planning, with the ability to present planning solutions to financial advisors and their clients.

The ideal candidate has 10+ years in financial planning, CFP designation, and strong communication skills. The position offers a hybrid schedule with in-office requirements and opportunities to mentor and educate teams across the organization.

Qualifications

• 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.
• 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 experience

CFP Designation

Public speaking

Communication

Project management

Formation

Bachelor's degree

Outils

Microsoft Office Suite

eMoney

Description du poste

Osaic is seeking a Senior Financial Planning Specialist for High Net Worth Planning Services. The role emphasizes estate, business, and tax planning, with the ability to present planning solutions to financial advisors and their clients.

The ideal candidate has 10+ years in financial planning, CFP designation, and strong communication skills. The position offers a hybrid schedule with in-office requirements and opportunities to mentor and educate teams across the organization.