Sr. Financial Planning Strategist

Osaic; Louisville (KY); Hybrid; USD 130,000 - 150,000; Full time

Job summary

Osaic is seeking a Senior Financial Planning Specialist for its High Net Worth Planning Services team. The role demands deep knowledge of estate, business, and tax planning and the ability to translate complex concepts into practical advisor recommendations for high-net-worth clients.

The position requires a Bachelor's degree and a CFP designation, along with 10+ years of client- or advisor-facing experience.

Qualifications

• 10+ years of client- or advisor-facing financial planning experience.
• CFP designation.
• Experience delivering educational content and presenting to diverse audiences.
• Demonstrated ability to influence and collaborate across organizational levels.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Provide innovative solutions to financial advisors on High Net Worth Planning Services, including taxation, business succession, estate planning, trusts, life insurance, and retirement plans.
• Conduct research, leverage technology, and apply experience to address complex financial planning issues.
• Review and summarize complex estate planning documents and business governance documents.
• Distill complex planning strategies into accessible recommendations for advisors and clients.
• Identify developments impacting financial planning and inform strategic direction.
• Deliver presentations to internal and external audiences, including conferences and trainings.
• Mentor colleagues to develop financial planning skills.
• All other duties as assigned.

Skills

Strong communication

Public speaking

Cross-functional collaboration

Multitasking

Education

Bachelor's degree

CFP designation

Tools

Microsoft Office

Job description

Osaic Careers

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

Remoteapplicants 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-remoteemployees must be willing to work this schedule. Osaic is open toremoteapplicants for this position.

Role Type: Full-time

Salary: $130,000 - $150,000 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: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