Osaic · 4 days ago
Sr. Financial Planning Strategist
United States
Full-time
Remote
Senior Level, Lead/Staff
$140K/yr - $160K/yr
10+ years expOsaic is a financial services company seeking a technically skilled and service-oriented Senior Financial Planning Strategist to join their High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts, focusing on Estate Planning, Business Planning, and Tax Planning strategies, while communicating solutions to financial advisors for their high-net-worth clients.
Business DevelopmentFinancial ServicesWealth Management
No H1B
Responsibilities
Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans
Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors
Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements)
Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients
Identify developments that impact financial planning and inform the organization’s strategic direction (e.g., industry trends, legislative and regulatory changes, etc.)
Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings
Serve as a mentor to colleagues to develop their financial planning skills
All other duties as assigned
Qualification
Required
Bachelor's degree required
10+ years of financial planning experience in a client- or advisor-facing capacity
CFP Designation
Experience delivering educational content and presenting to diverse audiences
Demonstrated ability to influence and collaborate across organizational levels
Strong communication skills, both written and verbal
Ability to manage multiple complex cases simultaneously
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Preferred
Proficiency in financial planning software (e.g., eMoney)
CPA
FINRA Series 7, 63, and 65 licenses
J.D
LL.M
Benefits
Health, vision, dental insurance
401k
Paid time away
Volunteer days
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase