Senior Financial Planning Strategist - High Net Worth Hybrid
Job in
Mountain City, Johnson County, Tennessee, 37683, USA
Listed on 2026-03-05
Listing for:
Advisor Group
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading financial services company is seeking a Senior Financial Planning Strategist to join its High Net Worth Planning Services team. This role requires 10+ years of financial planning experience and a CFP designation. Responsibilities include providing expert solutions to financial advisors, reviewing complex planning documents, and delivering presentations. The position offers competitive compensation between $140,000 - $160,000 annually, along with comprehensive benefits.
This role supports a hybrid working model, requiring four days in the office weekly.
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Position Requirements
10+ Years
work experience
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