Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role emphasizes estate planning, business planning, and tax planning strategies to support financial advisors serving high-net-worth clients.
The ideal candidate has extensive financial planning experience, CFP designation, and strong communication skills. The position is full-time, offers a hybrid work schedule with remote flexibility, and provides a comprehensive benefits package.
#J-18808-LjbffrSenior High-Net-Worth Planning Strategist in birmingham at Unknown Company
This position is listed as full time and able to be worked remotely.