Sr. Financial Planning Strategist

Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339; La Vista: 12325 Port Grace Blvd, La Vista, NE 68128; Oakdale: 7755 3rd St. N, Oakdale, MN 55128; Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255; Berwyn: 850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312; St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702. Remote applicants may be considered. Non-remote employees must work a hybrid schedule of at least 4 days weekly in the office.

About the role

We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients.

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.

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 Qualifications

• Proficiency in financial planning software (e.g., eMoney).
• CPA.
• FINRA Series 7, 63, and 65 licenses.
• J.D.
• LL.M.

Pay

$140,000 - $160,000 per year + annual bonus. Actual compensation offered will be determined individually based on location, skills, licensure, experience, and education.

Benefits

• Health, vision, and dental insurance.
• 401k.
• Paid time away.
• Volunteer days.
• Additional benefits available; visit Osaic’s careers page for details.