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Senior High Net Worth Financial Planning Strategist

Job in Columbia, Howard County, Maryland, 21046, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-04
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 140000 - 160000 USD Yearly USD 140000.00 160000.00 YEAR
Job Description & How to Apply Below
A financial services company seeks a Senior Financial Planning Specialist to join its High Net Worth Planning Services team. The ideal candidate has over 10 years of experience in financial planning, a CFP designation, and strong communication skills. This hybrid role requires a minimum of 4 days a week in the office, offering a competitive salary ranging from $140,000 to $160,000 plus bonuses, along with robust benefits including health insurance and a 401k plan.
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Position Requirements
10+ Years work experience
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