Senior Wealth Planning Strategist — Hybrid/Remote

Osaic; Denver (CO); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic is seeking a technically skilled Senior Financial Planning Strategist to join its High Net Worth Planning Services. The role focuses on estate planning, business planning, and tax strategies, translating complex planning concepts into actionable recommendations for financial advisors serving high-net-worth clients.

Responsibilities include delivering presentations, mentoring colleagues, and staying ahead of industry and regulatory changes.

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).

Responsibilities

• 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.

Skills

Financial planning

Client-facing

Public speaking

Cross-functional collaboration

Microsoft Office

Education

Bachelor's degree

Tools

eMoney

Job description

Osaic is seeking a technically skilled Senior Financial Planning Strategist to join its High Net Worth Planning Services. The role focuses on estate planning, business planning, and tax strategies, translating complex planning concepts into actionable recommendations for financial advisors serving high-net-worth clients.

Responsibilities include delivering presentations, mentoring colleagues, and staying ahead of industry and regulatory changes.