Senior High Net Worth Financial Planning Strategist; Hybrid
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-03-08
Listing for:
Osaic
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services firm based in Orlando is seeking a skilled Senior Financial Planning Specialist to join their High Net Worth Planning Services team. This role entails providing expert advice on financial planning, including estate, business, and tax planning strategies. Candidates should have over 10 years of experience, a CFP designation, and excel in communication and collaboration. The position offers a competitive salary range of $140,000 to $160,000 plus bonuses, with a hybrid working model requiring in-office attendance.
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Position Requirements
10+ Years
work experience
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