Sr. Financial Planning Strategist - Cincinnati
1 week ago

Job description
Current Employees and Contractors Apply HereOsaic CareersSenior Advanced Financial Planning Opportunity in Financial Services
Senior Financial Planning Specialist, High Net Worth Planning Services
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, 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
850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time
- $140,000 - $160,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers
Summary:
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.
Education Requirements:
Bachelor's degree required.
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.
Basic Requirements:
- 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 Requirements:
- Proficiency in financial planning software (e.g., eMoney)
- CPA
- FINRA Series 7, 63, and 65 licenses
- J.D.
- LL.M
#LI-Remote
Current Employees and Contractors Apply HereSimilar jobs
Assistant Strategist – Commercial Business Solutions
Only for registered members
The Assistant Strategist supports the team in media plan development results analysis and data management. They must strategically think problem solve while paying attention to detail. · ...
3 weeks ago
Assistant Strategist – Commercial Business Solutions
Only for registered members
The Assistant Strategist is responsible for supporting the team in the development of media plans, results analysis, and data management. · Assist with day-to-day account maintenance tasks inclusive of flowchart upkeep and creative material distribution. · Schedule, attend, and p ...
2 weeks ago
We are looking for an Engagement Account Supervisor to lead large clients profitably, strategically and effectively as their trusted advisor. The ideal candidate will have 8-10 years of experience in a similar role, excellent writing skills and project management skills. · ...
1 week ago
Mindgruve is seeking a Public Relations Supervisor to support the development, execution, and optimization of PR strategies across a diverse portfolio of clients — including a national brand in the building materials and outdoor living industry. · ...
1 month ago
This is UNO. · We talk to each other, we work together and we share all the challenges and triumphs a creative life brings. · ...
1 week ago
Manage the overall contract and relationship with existing clients and their consultants, and third party administrators (TPAs). · ...
1 week ago
The Account Supervisor is responsible for managing coordinating and leading agency resources to meet the integrated marketing communication needs of assigned accounts. · This position is often the primary day-to-day interface with various client decision-makers and with their Ac ...
1 week ago
Provide strategic leadership for enterprise-wide marketing initiatives setting direction for critical business strategies that align with company and customer objectives. · Partner with Senior Marketing Strategists to develop and activate the annual marketing strategy leading the ...
1 week ago
We are looking for an independent thinker with a creative edge who is curious and passionate about people, brands, marketing, social and digital. The Junior Strategist must be a natural collaborator across the Strategy team, and other disciplines, · Develop visually beautiful pre ...
1 week ago
We are looking for a developer who can handle both front and back end development equally. · ...
1 week ago
We are looking for a Content Writer with the ability to write and edit content for a wide range of advertising and marketing communications. · ...
1 week ago
We are looking for a skilled to join our team. The ideal candidate will have experience in animation/motion graphics with a strong portfolio that showcases their skills in creating high-quality visual content. · Develop and lead strategy for digital asset creation. · Create scal ...
6 days ago
We are recruiting for a sales professional who is has an entrepreneurial mind-set proven track record of success and a strategic approach to territory management. · ...
4 weeks ago
Global ideas shop gyro seeks a talented, passionate designer to help bring global brands and ideas to life. · Design concepting and ideation for identities, interpreting brand guidelines and creating powerful campaign ideas are a must. · The work our teammates create here at gyro ...
1 week ago
The Sr. Director Market Access Strategist has a unique, valuable, business-driving role within Relevate Health that is a part of our Strategy Team. · Serving as health systems expert to provide insights and guidance in project work and client interactions, · trends in pharmaceuti ...
1 week ago
We are currently seeking a Manager, Commerce Media. This position is responsible for developing National Consumer Promotions and Shopper media strategies for assigned brands and leading growth of assigned businesses. · Client-facing role responsible for managing portfolio of bran ...
3 weeks ago
Our team is at the heart of our success. You'll be part of a culture where everyone is respected, included, and encouraged to grow. We value continuous learning, uphold a high work ethic, and have fun along the way. · Your daily tasks will include: · ...
2 days ago
+ Managing the controls of our strategic content and storytelling projects from start to finish. Collaboration with strategic and creative colleagues to execute engaging content across a variety of channels. Management of content calendar, production, timelines and distribution. ...
1 week ago
We help The Kroger Co., consumer packaged goods companies, agencies, publishers and affiliates create more personalized and valuable experiences for shoppers across the path to purchase. · ...
1 month ago
Associate Dean of Research, College of Design, Architecture, Art,
Only for registered members
The University of Cincinnati's College of Design, Architecture, Art and Planning (DAAP) invites applications for the position of Associate Dean of Research and Creative Activity at the rank of Associate Professor or Professor with tenure. · This is a pivotal leadership role desig ...
1 month ago