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Senior High Net Worth Financial Planning Strategist; Hybrid
Job in
Baltimore, Anne Arundel County, Maryland, 21276, USA
Listed on 2026-03-08
Listing for:
Osaic
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services company is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. This role involves delivering innovative financial planning solutions, focusing on estate and business planning as well as tax strategies. Candidates should hold a Bachelor's degree and have at least 10 years of relevant experience, along with a CFP designation.
The position offers a hybrid work schedule, and a competitive salary between $140,000 and $160,000 annually, plus bonuses.
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Position Requirements
10+ Years
work experience
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