Senior Wealth Planning Strategist — Remote-Eligible

Osaic; Denver (CO); Hybrid; USD 140,000 - 160,000; 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 Senior Financial Planning Specialist for High Net Worth Planning Services. This role requires deep financial planning expertise, strong client-facing skills, and the ability to translate complex strategies for advisors and clients.

A CFP designation and a Bachelor’s degree are preferred. The position offers a hybrid in-office schedule with a mix of onsite locations and remote options, competitive compensation, and a robust benefits package including health, vision, dental,

Qualifications

• 10+ years of financial planning experience in a client- or advisor-facing capacity
• 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

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).
• 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

Communication

Collaboration

Microsoft Office

Education

Bachelor's degree

CFP designation

Tools

Microsoft Office

Job description

Osaic is seeking a Senior Financial Planning Specialist for High Net Worth Planning Services. This role requires deep financial planning expertise, strong client-facing skills, and the ability to translate complex strategies for advisors and clients.

A CFP designation and a Bachelor’s degree are preferred. The position offers a hybrid in-office schedule with a mix of onsite locations and remote options, competitive compensation, and a robust benefits package including health, vision, dental,