Senior Wealth Planning Strategist – Estate & Tax Expert
Job in
Iowa, Calcasieu Parish, Louisiana, 70647, USA
Listed on 2026-01-24
Listing for:
Osaic
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial services company is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. The role requires substantial experience in financial planning with a focus on Estate and Tax Planning. Responsibilities include offering innovative solutions to financial advisors, addressing complex financial issues, and mentoring colleagues. A Bachelor's degree and CFP designation are required. Competitive compensation includes $140,000 - $160,000 per year plus benefits and bonuses.
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Position Requirements
10+ Years
work experience
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