layiq
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Job opportunity
Sr. Financial Planning Strategist
Scottsdale, AZ; Jacksonville; Columbus; Berwyn; Houston- LFN; Chicago- LFN; Remote-DC; Remote-ID Pacific; Remote-IN Central; Remote-MI Central; Remote-NE Mountain; Remote-KY Eastern; Cincinnati; Remote-FL Central; St. Petersburg; Remote-NE Central; Remote-NC; Remote-MT; Remote-MS; Remote-MO; La Vista; Remote-MN; Remote-MI Eastern; Remote-ME; Remote - Costa Rica; Remote-MD; Remote-MA; Remote-LA; Remote-KY Central; Remote-KS; Remote-IN Eastern; Indianapolis; Remote-IL; Remote-ID Mountain; Remote-IA; Remote-HI; Remote-GA; Remote-FL Eastern; Remote-DE; Remote-CT; Remote-CO; Remote-AZ; Boca Raton; Remote-AR; Columbia (CWA); Remote-AL; Boston Back Bay (CWA); Oakdale, MN; Boston (CW Advisors HQ); Atlanta, GA
Source: Osaic careers · View original posting
- Pay
- $130,000 — $150,000 USD per year
- Employment
- full time
Employer job description
From Osaic's posting. “We” and “our” refer to the employer.
Current Employees and Contractors Apply Here
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
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: $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: 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.
About this listing
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
Employer posted:
Listing check
- Employer posted
- · 1 day ago
- Status
- Listed as a current opening
- Apply goes to
- Workday, the employer's hiring system