About this role

Osaic is seeking a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. This role focuses on providing expert advice on estate, business, and tax planning strategies to financial advisors for their high-net-worth clients. The ideal candidate will possess deep financial planning knowledge and excellent communication skills to distill complex strategies into actionable recommendations.

What we are looking for

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Provide expert advice on estate, business, and tax planning
Identify and communicate planning solutions to financial advisors
Review and summarize complex estate planning and business governance documents
Distill complex planning strategies into actionable recommendations
Deliver presentations to internal and external audiences
Serve as a mentor to colleagues

Skills mentioned

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Microsoft Office