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Senior Financial Planning Strategist - High Net Worth Hybrid
Job in
Central City, Muhlenberg County, Kentucky, 42330, USA
Listed on 2026-01-26
Listing for:
Advisor Group
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Financial Planning Specialist to join their High Net Worth Planning Services team. This role involves providing expert solutions in estate, business, and tax planning for high-net-worth clients. Candidates should have at least 10 years of relevant experience and hold a CFP designation. The firm offers a competitive salary ranging from $140,000 to $160,000 annually, along with comprehensive benefits including health, vision, dental insurance, and a 401k plan.
Hybrid work arrangements are in place, requiring a minimum of 4 days per week in the office.
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Position Requirements
10+ Years
work experience
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