Senior Wealth Planning Strategist – Estate & Tax Expert
Job in
Columbia, Lexington County, South Carolina, 29228, USA
Listed on 2026-01-27
Listing for:
Osaic
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A prominent financial services company is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. This role involves providing expert advice on estate, business, and tax planning strategies, as well as delivering presentations to clients and advisors. Candidates should have a Bachelor's degree, CFP designation, and at least 10 years of financial planning experience.
The position includes a competitive salary and a hybrid work schedule, requiring a minimum of 4 office days each week.
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Position Requirements
10+ Years
work experience
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