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Financial Consultant Wealth Management

Senior Wealth Planning Strategist – Estate & Tax Expert

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Osaic
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. This position requires deep knowledge of financial planning concepts focusing on Estate, Business, and Tax Planning strategies. The ideal candidate will have 10+ years of experience, a CFP designation, and strong communication skills. The role offers a hybrid work model with competitive compensation and comprehensive benefits.
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Position Requirements
10+ Years work experience
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