Columbus, OH · Hybrid
$140K - $160K/yr
... Park Suite 200, Berwyn, PA 19312 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...
Columbus, OH · Hybrid
$140K - $160K/yr
... Park Suite 200, Berwyn, PA 19312 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...
Columbus, OH · On-site
$140K - $160K/yr
... Park Suite 200, Berwyn, PA 19312 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...
Columbus, OH · On-site
$140K - $160K/yr
... Park Suite 200, Berwyn, PA 19312 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...
Columbus, OH · On-site
$166 - $249/hr
Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive ... Paid parking and transportation benefits. * Comprehensive health and wellness benefits, including:
Columbus, OH · On-site
$166 - $249/hr
Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive ... Paid parking and transportation benefits. * Comprehensive health and wellness benefits, including:
Columbus, OH · On-site +1
$140K - $160K/yr
... Park Suite 200, Berwyn, PA 19312 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...
Columbus, OH · On-site +1
$140K - $160K/yr
... Park Suite 200, Berwyn, PA 19312 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...
Columbus, OH · On-site
$166 - $249/hr
Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive ... Paid parking and transportation benefits. * Comprehensive health and wellness benefits, including:
Columbus, OH · On-site
$166 - $249/hr
Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive ... Paid parking and transportation benefits. * Comprehensive health and wellness benefits, including:
Columbus, OH · On-site
$166 - $249/hr
Experience working with high-net-worth individuals * NMLS registration upon hire What We Offer * 401(k) plan with employer match * Paid parking and transportation benefits * Comprehensive health and ...
Columbus, OH · On-site
$166 - $249/hr
Experience working with high-net-worth individuals * NMLS registration upon hire What We Offer * 401(k) plan with employer match * Paid parking and transportation benefits * Comprehensive health and ...
Columbus, OH · On-site
$166 - $249/hr
Experience working with high-net-worth individuals * NMLS registration upon hire What We Offer * 401(k) plan with employer match. * Paid parking and transportation benefits. * Comprehensive health ...
Columbus, OH · On-site
$166 - $249/hr
Experience working with high-net-worth individuals * NMLS registration upon hire What We Offer * 401(k) plan with employer match. * Paid parking and transportation benefits. * Comprehensive health ...
Westerville, OH · On-site
$2.1K/wk
Documentation systems include Net Health and PCC. Apply now and you'll be contacted by a recruiter ... Alum Creek State Park is about 25 minutes from Westerville and provides hiking, camping, and beach ...
Westerville, OH · On-site
$2.1K/wk
Documentation systems include Net Health and PCC. Apply now and you'll be contacted by a recruiter ... Alum Creek State Park is about 25 minutes from Westerville and provides hiking, camping, and beach ...
Columbus, OH · On-site
$37.50 - $49.50/hr
Documentation systems include Net Health and PCC. Apply now and you'll be contacted by a recruiter ... Alum Creek State Park is about 25 minutes from Westerville and provides hiking, camping, and beach ...
Columbus, OH · On-site
$37.50 - $49.50/hr
Documentation systems include Net Health and PCC. Apply now and you'll be contacted by a recruiter ... Alum Creek State Park is about 25 minutes from Westerville and provides hiking, camping, and beach ...
Grove City, OH · On-site
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
Grove City, OH · On-site
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
Lancaster, OH · On-site
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
Lancaster, OH · On-site
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
Lancaster, OH · On-site
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
Lancaster, OH · On-site
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
Johnstown, OH · On-site
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
Johnstown, OH · On-site
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
Columbus, OH · On-site
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
Columbus, OH · On-site
... net profits. Working Conditions * Performs approximately all work indoors but will be required to work outside in order to clean parking lots, gas pumps, take out garbage, etc. * Be exposed to ...
$12.25 - $15.50/hr
Wesley Ridge | 2225 Taylor Park Dr, Reynoldsburg, OH 43068 Schedule: Part-Time | Monday - Friday, 3 ... Wearing a hair net is required at all times. Requirements * Some High School * Some prior ...
$12.25 - $15.50/hr
Wesley Ridge | 2225 Taylor Park Dr, Reynoldsburg, OH 43068 Schedule: Part-Time | Monday - Friday, 3 ... Wearing a hair net is required at all times. Requirements * Some High School * Some prior ...
Reynoldsburg, OH · On-site
$12.25 - $15.50/hr
Wesley Ridge | 2225 Taylor Park Dr, Reynoldsburg, OH 43068 Schedule: Part-Time | Monday - Friday, 3 ... Wearing a hair net is required at all times. Requirements * Some High School * Some prior ...
Reynoldsburg, OH · On-site
$12.25 - $15.50/hr
Wesley Ridge | 2225 Taylor Park Dr, Reynoldsburg, OH 43068 Schedule: Part-Time | Monday - Friday, 3 ... Wearing a hair net is required at all times. Requirements * Some High School * Some prior ...
Columbus, OH · On-site
$37.50 - $49.50/hr
Documentation systems include Net Health and PCC. Apply now and you'll be contacted by a recruiter ... Alum Creek State Park is about 25 minutes from Westerville and provides hiking, camping, and beach ...
Columbus, OH · On-site
$37.50 - $49.50/hr
Documentation systems include Net Health and PCC. Apply now and you'll be contacted by a recruiter ... Alum Creek State Park is about 25 minutes from Westerville and provides hiking, camping, and beach ...
Columbus, OH · On-site
$75K - $85K/yr
... high-net-worth clients. WHY CHOOSE PARKVIEW PARTNERS CAPITAL MANAGEMENT? Competitive Salary and ... Our offices are in the highly desirable German Village area and have employee parking. * Employee ...
Columbus, OH · On-site
$75K - $85K/yr
... high-net-worth clients. WHY CHOOSE PARKVIEW PARTNERS CAPITAL MANAGEMENT? Competitive Salary and ... Our offices are in the highly desirable German Village area and have employee parking. * Employee ...
$14.42 - $19.69
0% of jobs
$19.69 - $24.96
0% of jobs
$24.96 - $30.22
1% of jobs
$30.22 - $35.49
3% of jobs
$35.49 - $40.76
9% of jobs
$40.76 - $46.02
10% of jobs
$46.76 is the 25th percentile. Wages below this are outliers.
$46.02 - $51.29
17% of jobs
The median wage is $53.92 / hr.
$51.29 - $56.56
20% of jobs
$60.37 is the 75th percentile. Wages above this are outliers.
$56.56 - $61.82
20% of jobs
$61.82 - $67.09
12% of jobs
$67.09 - $72.36
8% of jobs
$14
$53
$72
For Net Park jobs, the most frequently searched job titles are:
The top searched job categories for Net Park jobs are:
States with the most job openings for Net Park jobs include:
$140K - $160K/yr
Full-time
Medical, Dental, Vision, Retirement
Posted 6 days ago
8.1
Based on 12 frontline employees who took The Breakroom Quiz
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
Sourced by ZipRecruiter
Finance and insurance
1,001 - 5,000 Employees
Phoenix, AZ, US
2016
