Senior High Net Worth Financial Planning Strategist; Hybrid
Job in
Omaha, Douglas County, Nebraska, 68197, 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, Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking a Senior Financial Planning Strategist in Omaha, Nebraska, to enhance High Net Worth Planning Services. The role requires over 10 years of experience and a CFP designation, focusing on estate and business planning. Responsibilities include providing financial solutions, mentoring colleagues, and presenting to diverse audiences. This full-time position offers competitive compensation and benefits in a hybrid work environment.
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Position Requirements
10+ Years
work experience
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