ZipRecruiter

Log In

1

Financial Planning Strategist Jobs in Indiana (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Indianapolis, IN · Hybrid

$140K - $160K/yr

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 ...

Osaic

Sr. Financial Planning Strategist

Indianapolis, IN · On-site +1

$140K - $160K/yr

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 ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN · On-site

$73K - $98K/yr

Educate clients on financial planning concepts and strategies to enhance their financial literacy and empower them to make informed decisions. * Collaborate with other team members, to deliver ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN

$73K - $98K/yr

Educate clients on financial planning concepts and strategies to enhance their financial literacy and empower them to make informed decisions. * Collaborate with other team members, to deliver ...

next page

Showing results 1-20

All JobsFinancial Planning Strategist JobsFinancial Planning Strategist Jobs in Indiana

Financial Planning Strategist information

What is the difference between Financial Planning Strategist vs Financial Advisor?

AspectFinancial Planning StrategistFinancial Advisor
CertificationsCFP, ChFC, or similarCFP, Series 7, Series 66
Work EnvironmentConsulting, planning firms, independentBanking, brokerage firms, independent
Primary FocusDeveloping comprehensive financial plansProviding investment and financial advice
Employer & Industry UsageFinancial planning firms, independent consultantsFinancial institutions, wealth management firms

While both roles involve financial expertise, a Financial Planning Strategist primarily focuses on creating detailed financial plans tailored to clients' goals, whereas a Financial Advisor often emphasizes investment management and ongoing financial advice. The roles overlap but differ in scope and focus, with the strategist taking a broader planning approach.

What is a financial planning strategist?

A financial planning strategist is a professional who develops comprehensive financial plans to help clients achieve their financial goals. They analyze clients' financial situations, recommend investment strategies, and often hold certifications such as CFP or CFA to ensure expertise in financial management and planning tools. Their work involves assessing risk, creating budgets, and providing ongoing financial advice.

What are popular job titles related to Financial Planning Strategist jobs in Indiana?

For Financial Planning Strategist jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Financial Planning Strategist jobs in Indiana look for?

The top searched job categories for Financial Planning Strategist jobs in Indiana are:

What cities in Indiana are hiring for Financial Planning Strategist jobs?

Cities in Indiana with the most Financial Planning Strategist job openings:

Financial Planning Strategist jobs near you

Sr. Financial Planning Strategist

Indianapolis, IN • Hybrid

Osaic
Finance and Insurance • 1 - 5K employees

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Paid breaks

Learn more about Osaicexternal

$140K - $160K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 9 days ago

Job description

Current Employees and Contractors Apply HereOsaic Careers

Senior 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

Remoteapplicants may potentially be considered for this role.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remoteemployees must be willing to work this schedule. Osaic is open toremoteapplicants for this position.

Role Type: Full-time

Salary: $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 page:https://careers.osaic.com/Creative/Benefits.

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 Here
Osaic logo

About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

View All Osaic Jobs

What Osaic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply