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Senior High Net Worth Financial Planning Strategist; Hybrid
Job in
Jackson, Hinds County, Mississippi, 39200, 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
Job Description & How to Apply Below
A financial services firm is seeking a Senior Financial Planning Specialist to join its High Net Worth Planning Services team. This critical position demands deep expertise in financial planning, particularly in estate, business, and tax planning. The ideal candidate will have over a decade of relevant experience and possess a CFP designation. Responsibilities include providing strategic solutions to financial advisors, conducting research, and mentoring colleagues.
The firm offers a competitive salary and a comprehensive benefits package.
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Position Requirements
10+ Years
work experience
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