More jobs:
Senior Financial Planning Strategist – High Net Worth; Hybrid
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-03-02
Listing for:
Osaic
Full Time
position Listed on 2026-03-02
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
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 role requires extensive knowledge in financial planning, particularly in estate and tax planning, along with a CFP designation. The ideal candidate will provide expert solutions to financial advisors and mentor colleagues. The position offers a hybrid work schedule and competitive compensation ranging from $140,000 to $160,000 per year, including an annual bonus and additional benefits.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×