Sr. Financial Planning Strategist

Osaic

Atlanta, GA, US
Base: $140,000 - $160,000 py; bonus/equity: annual...
Hybrid (minimum of 4 days weekly in the office)
10+ years financial planning experience
Cfp designation required
Estate and tax planning expertise
Osaic is seeking a Senior Financial Planning Strategist with extensive experience in financial planning, particularly for high-net-worth clients. The ideal candidate will possess strong analytical and communication skills, along with a CFP designation, and will be responsible for providing innovative financial solutions and mentoring colleagues

Job Summary

  • This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies for high-net-worth clients.
  • The position offers a competitive compensation package ranging from $140,000 to $160,000 per year plus an annual bonus.
  • Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in one of the listed hub locations.

Matching Summary

Match Score: 85

Osaic is seeking a Senior Financial Planning Strategist with extensive experience in financial planning, particularly for high-net-worth clients. The ideal candidate will possess strong analytical and communication skills, along with a CFP designation, and will be responsible for providing innovative financial solutions and mentoring colleagues.

Salary

Base: $140,000 - $160,000 per year; Bonus/Equity: Annual bonus included; Benefits: Health, vision, dental, 401k, paid time away

Skills & Requirements

Must-have

  • 10+ years financial planning experience
  • CFP designation required
  • Estate and tax planning expertise
  • Hybrid work schedule 4 days weekly

Nice-to-have

  • Proficiency in eMoney software
  • CPA or J.D. credentials
  • FINRA Series 7, 63, 65 licenses
  • Experience mentoring colleagues

Key Requirements

  • Bachelor's degree required
  • CFP Designation mandatory
  • 10+ years client-facing experience
  • Located at specific US hubs

Work Rights

Must be located at one of the listed US hubs

Tailored Resume

Cover Letter