financeroles

Sr. Financial Planning Strategist

Advisor Open · verified Oct 22, 2026
Scottsdale AtlantaBerwyn +9 Full-time Senior FP&A

At a glance

Senior FP&A role at Advisor. Scottsdale · full-time · $130,000–$150,000 base.

SalaryStated by Advisor
$130,000 – $150,000
Base salary for this role, in USD per year, as published in the posting.
RoleFP&A
SenioritySenior
LocationScottsdale
EmploymentFull-time
Base pay$130,000–$150,000
PostedOct 16, 2026 · 6d ago
Also hiring inAtlanta, Berwyn, Boca Raton, Boston +7
Role brief

financeroles summary, based on the employer's posting.

What you'll do

  • Advise financial advisors on tax, estate, business succession, trust, insurance and retirement planning for high-net-worth clients
  • Research complex planning questions, then present practical solutions advisors can take to their clients
  • Review estate and business governance documents, summarizing their key terms for advisors
  • Explain planning strategies through presentations, webinars, conferences and training sessions
  • Track planning developments that may shape organizational direction and mentor colleagues in financial planning

What you bring

  • At least ten years in financial planning in work serving clients or advisors
  • A CFP designation and experience teaching financial topics to varied audiences
  • Strong communication and collaboration skills, with the ability to handle several complex cases at once
  • A bachelor’s degree and working knowledge of Microsoft Office

Who this fits

This senior role suits an experienced, technically strong planner who can make complex recommendations clear to financial advisors and present to varied audiences. Non-remote employees must work in the office at least four days per week; remote applicants may be considered.

From the employer

Current Employees and Contractors Apply Here

Osaic 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

Remote applicants 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-remote employees must be willing to work this schedule. Osaic is open to remote applicants for this position.



Role Type: Full-time


Salary: $130,000 - $150,000 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




Current Employees and Contractors Apply Here