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Financial Consultant Financial Advisor

Hybrid Senior Financial Planning Strategist - HNW

Job in Des Moines, Polk County, Iowa, 50319, USA
Listing for: Osaic
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Financial Consultant, 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 financial services provider is looking for a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. This position requires deep knowledge in financial planning, specifically in Estate and Tax Planning strategies. The ideal candidate should have over 10 years of client-facing financial planning experience and possess a CFP designation. Responsibilities include providing expert advice, conducting research, and mentoring colleagues.

This role promotes a hybrid work schedule and offers a competitive salary between $140,000 - $160,000 annually.
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Position Requirements
10+ Years work experience
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