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Senior Wealth Planning Strategist – Estate & Tax Expert

Job in Washington, District of Columbia, 20022, USA
Listing for: Osaic
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Analyst
Salary/Wage Range or Industry Benchmark: 140000 - 160000 USD Yearly USD 140000.00 160000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Senior Financial Planning Strategist to join its High Net Worth Planning Services team. This role demands deep knowledge of financial planning concepts, particularly in Estate, Business, and Tax Planning. Ideal candidates will have over 10 years of relevant experience and a CFP designation. You'll provide expert advice and solutions to financial advisors and facilitate presentations to enhance their knowledge.

The position offers a salary between $140,000 and $160,000, along with benefits that include health insurance and a retirement plan.
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Position Requirements
10+ Years work experience
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