Senior Net Worth Financial Planning Strategist (Hybrid)

Osaic; Scottsdale (AZ); Hybride; USD 130 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Résumé du poste

Osaic is seeking a Senior Financial Planning Strategist to join the High Net Worth Planning Services team. You will leverage deep expertise in estate planning, business planning, and tax planning to articulate planning solutions to financial advisors for high-net-worth clients.

The role requires a 10+ year track record in financial planning, CFP designation, and strong presentation skills. The position offers a hybrid schedule with a minimum of four in-office days per week, with remote options

Qualifications

• 10+ years of financial planning experience in a client- or advisor-facing capacity.
• Experience delivering educational content and presenting to diverse audiences.
• Strong communication skills, both written and verbal.

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

Client-facing

Presentation

Mentoring

Communication

Formation

Bachelor's degree

Outils

Microsoft Office

eMoney

Description du poste

Osaic is seeking a Senior Financial Planning Strategist to join the High Net Worth Planning Services team. You will leverage deep expertise in estate planning, business planning, and tax planning to articulate planning solutions to financial advisors for high-net-worth clients.

The role requires a 10+ year track record in financial planning, CFP designation, and strong presentation skills. The position offers a hybrid schedule with a minimum of four in-office days per week, with remote options