Senior High Net Worth Financial Planning Strategist; Hybrid
Job in
Denver, Denver County, Colorado, 80285, 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, Financial Advisor
Job Description & How to Apply Below
A financial services firm based in the United States is seeking a skilled Senior Financial Planning Strategist for their High Net Worth Planning Services team. The role requires extensive knowledge of financial planning including Estate, Business, and Tax Planning strategies. The successful candidate will provide expert recommendations to financial advisors, manage complex cases, and conduct research. With a hybrid work setup of 4 days per week in-office, applicants should hold a Bachelor's degree and a CFP.
Competitive compensation includes a salary between $140,000 and $160,000 per year plus bonuses.
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Position Requirements
10+ Years
work experience
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