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Hybrid Senior High Net Worth Financial Planner

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Osaic
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Advisor, 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 firm is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team in Houston, Texas. This role demands a deep understanding of financial planning, particularly in areas such as estate and business planning. Candidates should possess over 10 years of relevant experience, strong communication skills, and be able to mentor others. The compensation ranges from $140,000 to $160,000 annually, with additional benefits and a hybrid schedule requiring on-site work at least four days per week.
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Position Requirements
10+ Years work experience
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