Senior Financial Planning Strategist

Osaic

Senior financial planning strategist advising financial advisors on estate, tax, business succession, and retirement strategies for high-net-worth clients. Researching complex cases, presenting recommendations, and mentoring colleagues at Osaic, a financial services firm.

Posted 8/17/2026full-timeRemote • Arizona, Florida, Minnesota, New York, Pennsylvania • 🇺🇸 United StatesSenior💰 $140,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning solutions, including taxation, estate planning, and retirement plans, while effectively communicating complex strategies to financial advisors. Proven ability to mentor and influence colleagues, manage multiple cases, and adapt to industry trends and regulatory changes.

Highest-signal resume keywords

CFP Designation10+ Years Financial Planning ExperienceProficiency in Financial Planning SoftwareStrong Written and Verbal Communication SkillsExperience Delivering Educational Content

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningTaxationEstate PlanningBusiness Succession PlanningTrust AdministrationLife InsuranceRetirement PlansResearchPresentation SkillsDocument Review

Soft Skills

CollaborationInfluencingMentoringCommunicationProblem-Solving

Tools & Technologies

Microsoft OfficeEMoney

Certifications & Qualifications

CFPCPAFINRA Series 7FINRA Series 63FINRA Series 65J.D.LL.M

Industry Keywords

High-Net-Worth ClientsFinancial AdvisorsStrategic DirectionLegislative ChangesRegulatory Changes

About the role

Key responsibilities & impact

Provide innovative financial planning solutions to financial advisors serving high-net-worth clients
Advise on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans
Conduct research, leverage technology, and address complex financial planning issues
Present appropriate solutions to financial advisors
Review and summarize complex estate planning and business governance documents
Distill complex planning strategies into accessible, actionable recommendations for advisors
Identify industry trends and legislative and regulatory changes affecting financial planning
Inform the organization’s strategic direction
Deliver presentations at conferences, webinars, and advisor and team trainings
Mentor colleagues to develop their financial planning skills
Perform other duties as assigned

Requirements

What you’ll need

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 written and verbal communication skills
Ability to manage multiple complex cases simultaneously
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Proficiency in financial planning software such as eMoney preferred
CPA preferred
FINRA Series 7, 63, and 65 licenses preferred
J.D. preferred
LL.M preferred

Benefits

Comp & perks

Annual bonus
Health insurance
Vision insurance
Dental insurance
401k
Paid time away
Volunteer days