Senior Wealth Planning Strategist - Remote/Hybrid

Osaic; Louisiana; Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on advanced financial planning concepts including estate, business, and tax planning, and delivering solutions to financial advisors handling high-net-worth clients.

The position requires deep technical knowledge, CFP designation, and a track record of presenting to diverse audiences. A Bachelor's degree is required, with remote candidates welcome on a hybrid in-office schedule.

Qualifications

• 10+ years of financial planning experience in a client- or advisor-facing capacity.
• Experience delivering educational content and presenting to diverse audiences.
• Influence and collaboration across organizational levels.

Responsibilities

• Provide innovative solutions to financial advisors on taxation, estate planning, business succession, and retirement plans.
• Review and summarize complex estate planning documents and governance agreements.
• Deliver presentations to internal and external audiences and mentor colleagues.

Skills

Financial planning

Presentation skills

Communication

Mentoring

Team collaboration

Office productivity

Education

CFP Designation

Bachelor's degree

CPA (preferred)

J.D. (preferred)

LL.M (preferred)

FINRA Series 7/63/65 (preferred)

Tools

Microsoft Office

eMoney

Job description

Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on advanced financial planning concepts including estate, business, and tax planning, and delivering solutions to financial advisors handling high-net-worth clients.

The position requires deep technical knowledge, CFP designation, and a track record of presenting to diverse audiences. A Bachelor's degree is required, with remote candidates welcome on a hybrid in-office schedule.