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Financial Consultant Wealth Management Financial Advisor

Senior Wealth Planning Strategist – Estate & Tax Expert

Job in Fort Lauderdale, Broward County, Florida, 33336, USA
Listing for: Osaic
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial planning firm is seeking a Senior Financial Planning Strategist to join its High Net Worth Planning Services team. The ideal candidate will have extensive financial planning experience and a CFP designation, focusing on estate, business, and tax planning. Responsibilities include providing solutions to financial advisors, conducting research, and delivering presentations. The firm offers a competitive compensation package, including benefits such as health insurance and a 401k plan.
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Position Requirements
10+ Years work experience
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