Senior Financial Planning Strategist - High Net Worth Hybrid
Job in
East Mountain, Upshur County, Texas, 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 Advisor, Wealth Management, Financial Analyst
Job Description & How to Apply Below
A financial services company is seeking a Senior Financial Planning Specialist to join their High Net Worth Planning Services team. This role requires expertise in financial planning, particularly in estate, business, and tax planning strategies. The ideal candidate should have over 10 years of experience, a CFP designations, and strong communication skills. The position offers a salary range of $140,000 - $160,000 annually, along with various benefits.
A hybrid work schedule is in place, with a minimum of 4 days in the office.
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Position Requirements
10+ Years
work experience
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