[Remote] Sr. Financial Planning Strategist

Note: The job is a remote job and is open to candidates in USA. Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role provides advanced financial planning guidance to advisors serving high-net-worth clients, with a focus on estate, business, and tax planning. It also involves researching complex planning issues, developing actionable recommendations, presenting to audiences, and mentoring colleagues.

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

Skills

• 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)
• Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic
• Proficiency in financial planning software (e.g., eMoney)
• CPA
• FINRA Series 7, 63, and 65 licenses
• J.D
• LL.M

Benefits

• Annual bonus
• Health insurance
• Vision insurance
• Dental insurance
• 401k
• Paid time away
• Volunteer days
• Remote applicants may potentially be considered for this role.

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