Senior Financial Planning Strategist

🕒 August 17

🌐 United States, Costa Rica – Remote

🇺🇸 United States – Remote 🇨🇷 Costa Rica – Remote

🏈 Alabama, Arizona, +22 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🏛️ District of Columbia – Remote 🐊 Florida – Remote 🌺 Hawaii – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote ⚜️ Louisiana – Remote 🦞 Maine – Remote 🦬 Montana – Remote 🌾 Nebraska – Remote 🌲 North Carolina – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🎸 Mississippi – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote

💵 $130k - $150k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 28%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Osaic

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

Finance • B2B

Osaic is one of the nation’s largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.

📋 Description

• Provide innovative solutions to financial advisors on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans • Research and address complex financial planning issues using technology and experience • Review and summarize complex estate planning and business governance documents • Distill complex planning strategies into actionable recommendations for advisors • Identify industry, legislative, and regulatory developments affecting financial planning • Deliver presentations to internal and external audiences, conferences, webinars, advisor trainings, and team trainings • Mentor colleagues to develop their financial planning skills • Perform other duties as assigned

🎯 Requirements

• 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) • Preferred: CPA • Preferred: FINRA Series 7, 63, and 65 licenses • Preferred: J.D. • Preferred: LL.M

🏖️ Benefits

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