Sr. Financial Planning Strategist

Osaic; Cincinnati (OH); 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 in the United States is seeking a Senior Financial Planning Strategist to join the High Net Worth Planning Services team. The role emphasizes estate planning, business planning, and tax planning, delivering advanced solutions to financial advisors for high-net-worth clients.

You will present complex concepts clearly, mentor colleagues, and stay ahead of industry trends while collaborating across the organization to drive comprehensive planning strategies.

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

Communication skills

Client-facing experience

Mentoring

Education

Bachelor's degree

CFP designation

CPA

FINRA licenses

J.D.

LL.M

Tools

Microsoft Office Suite

Job description

Senior Advanced Financial Planning Opportunity in Financial Services

Senior Financial Planning Specialist, High Net Worth Planning Services

Location(s)

• Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
• La Vista:12325 Port Grace Blvd, La Vista, NE 68128
• Oakdale: 7755 3rd St. N, Oakdale, MN 55128
• Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
• 850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312
• St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Remote applicants may potentially be considered for this role.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Osaic is open to remote applicants for this position.

Role Type: Full-time

Salary: $140,000 - $160,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Summary

We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients.

Education Requirements

Bachelor's degree required.

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.

Basic Requirements

• 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)

Preferred Requirements

• Proficiency in financial planning software (e.g., eMoney)
• CPA
• FINRA Series 7, 63, and 65 licenses
• J.D.
• LL.M

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.