Senior Wealth Planning Strategist – Estate & Tax Expert
Job in
Louisiana, Pike County, Missouri, 63353, USA
Listed on 2026-01-25
Listing for:
Osaic
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, 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. This role requires deep knowledge in financial planning, particularly in Estate, Business, and Tax Planning strategies. The ideal candidate will have a CFP designation and over 10 years of financial planning experience. The position offers a hybrid work schedule and a competitive salary range of $140,000 to $160,000 annually, complemented by a strong benefits package including health and retirement plans.
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Position Requirements
10+ Years
work experience
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