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Senior Financial Planning Strategist - High Net Worth Hybrid

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 140000 - 160000 USD Yearly USD 140000.00 160000.00 YEAR
Job Description & How to Apply Below
A leading financial services company is seeking a Senior Financial Planning Specialist to join their High Net Worth Planning Services team. The ideal candidate will possess deep knowledge in financial, estate, and tax planning strategies, providing innovative solutions to financial advisors for their high-net-worth clients. This full-time role offers a salary range of $140,000 - $160,000 per year, along with a comprehensive benefits package, including health insurance and 401k.

Applicants must have a Bachelor's degree and a CFP designation.
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Position Requirements
10+ Years work experience
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