Senior High Net Worth Financial Planning Strategist; Hybrid
Job in
Wilmington, New Castle County, Delaware, 19894, USA
Listed on 2026-03-10
Listing for:
Osaic
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Financial Consultant, Regulatory Compliance Specialist
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. The role requires expertise in estate, business, and tax planning, along with the ability to communicate tailored solutions to financial advisors. Candidates should have at least 10 years of relevant experience, a Bachelor's degree, and a CFP designation. This position offers a competitive salary of $140,000 - $160,000 plus bonuses, with a hybrid work schedule based in major urban hubs across the United States.
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Position Requirements
10+ Years
work experience
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