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20 Advisor Group Financial Planner Jobs Hiring Near You

Advisor Group

Advisor Support Supervisor

Scottsdale, AZ · On-site

$55K - $58K/yr

This position's primary objective is to manage a group of individual agents who are responsible for the service and retention of Financial Professionals within the Advisor Support population while ...

Advisor Group

Financial Analyst II

Scottsdale, AZ · On-site

$63K - $90K/yr

... solutions group. This role involves close collaboration with business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.

Advisor Group

Manager, Advisor Support

Atlanta, GA · On-site

$70K - $75K/yr

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Manager, Advisor Support Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

Advisor Group

SVP, Advisor Engagement

Scottsdale, AZ · On-site

$200K - $300K/yr

This executive leader serves as a strategic partner to financial professionals, helping advisors strengthen and grow their businesses through consultative engagement, business planning, succession ...

Advisor Group

Senior Compensation Advisor

Atlanta, GA · On-site

$43K - $48K/yr

Current Employees and Contractors Apply Here Osaic Careers Operations Opportunity in Financial Services Senior Compensation Advisor Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta ...

Advisor Group

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages transitioned client relationships, and partners with advisory teams to deliver exceptional client ...

Advisor Group

Finance Manager, Technology

Scottsdale, AZ · On-site

$120K - $140K/yr

Act as a trusted advisor to the executive team, offering insights into financial trends and operational performance. * Lead the development and implementation of financial planning, budgeting, and ...

Advisor Group

VP, Advisor Engagement

Oakdale, MN · On-site

$150K - $175K/yr

The VP, Advisor Engagement role will drive strategy and execution within the field of financial ... Connect financial professionals to subject matter experts for holistic financial planning and ...

Advisor Group

VP, Advisor Engagement

Atlanta, GA · On-site

$140K - $155K/yr

The VP, Advisor Engagement will drive strategy and execution within the field of financial ... Connect financial professionals to subject matter experts for holistic financial planning and ...

Advisor Group

Compliance Manager

Scottsdale, AZ · On-site

$90K - $100K/yr

Act as a liaison with internal departments, business leaders, financial advisors, to build strong ... Provide career planning, goal setting and coaching support to team members. * Influence and ...

Advisor Group

Client Support Specialist

La Vista, NE · On-site

$45K - $48K/yr

Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support ...

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Infographic showing various Financial Planner job openings at Advisor Group in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 62% Physical, and 38% Hybrid job distribution.

Sr. Financial Planning Strategist

Advisor Group

Atlanta, GA • On-site

$135K - $160K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 21 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Senior Advanced Financial Planning Opportunity in Financial Services
Senior Financial Planning Strategist, 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 is not considering remote candidates at this time.
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
Salary: $135,000 - $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 training=sessions.
  • 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 or J.D.
  • 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

Current Employees and Contractors Apply Here
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About Advisor Group

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Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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