Senior Financial Planning Strategist

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🔥 0 minutes ago

🌵 Arizona, Florida, +3 more states – Remote

🌵 Arizona – Remote 🐊 Florida – Remote 🌾 Nebraska – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote

💵 $140k - $160k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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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 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

• 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

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