Net developer [h1.location_city]
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Net developer • mesa az
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Vice President, High Net Worth Planning Services.Atlanta : 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339.La Vista : 12325 Port Grace Blvd, La Vista, NE 68128.
Scottsdale : 18700 N Hayden Rd, Su...[show_more][last_updated.last_updated_30]
Own responsibility for the full life cycle of web development design development unit testing and implementation.Collaborate with the Quality Assurance team to ensure proper testing and maintenance...[show_more][last_updated.last_updated_variable_days]
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Job description Infosys is seeking Senior.This position will interface with key stakeholders and apply your technical proficiency across different stages of the Software Development Life Cycle incl...[show_more][last_updated.last_updated_variable_days]
Verra Mobility is a global leader in smart mobility.We develop technology-enabled solutions that help the world move safely and easily.
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NET Software Engineer – Full Stack | Tempe or Tucson, AZ.Our client, a leading technology consulting company based in Arizona, is hiring multiple.
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Location : Chandler, AZ / Irving, TX and Charlotte, NC.Database Knowledge : Proficiency in working with relational databases (e.
PostgreSQL, MySQL) and NoSQL databases (e.Understanding of APIs, OAuth, J...[show_more][last_updated.last_updated_30]
Collaborate with and across Agile teams to design, develop, test, implement, and support technical solutions in full-stack development tools and technologies.
Shows a commitment to quality by implem...[show_more][last_updated.last_updated_variable_days]
TekWissen is a global workforce management provider headquartered in Ann Arbor Michigan that offers strategic talent solutions to our clients world-wide.
Work Location : Scottsdale AZ 85251.Job Type : ...[show_more][last_updated.last_updated_30]
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improv...[show_more][last_updated.last_updated_variable_days]
Career & Internships - Technology & Development.NET Developer plays a key part in developing industry-leading software.In this role you will be responsible for all aspects of the development life c...[show_more][last_updated.last_updated_30]
Must Have Skills (Top technical skills only).Nice to have skills (Top only).Experienced with QNXT Connect and QNXT Reporting Services.
Eligibility, Claim, Provider and Payment modules of QNXT.Facets...[show_more][last_updated.last_updated_30]
Are you a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client relationships? Join our team as a Client Transfer Specialist for our Personal Investor clients at...[show_more][last_updated.last_updated_30]
T2 Systems is the largest parking, mobility, and transportation provider in North America, with more than 25 years in the parking management industry and currently serving thousands of parking prof...[show_more][last_updated.last_updated_variable_days]
The ideal candidate will have experience in mobile automation testing, specifically with Perfecto, Selenium, and mobile testing on POS terminals.
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World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk m...[show_more][last_updated.last_updated_variable_days]
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VP, High Net Worth Planning Services
OsaicScottsdale, AZ, US[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]10+ years of experience in financial services CFP designation or JD required. Proven leadership experience managing financial planning professionals. Extensive experience developing financial plans for HNW individuals or families. Deep expertise in estate, gift, trust, and partnership tax strategies. Advanced planning techniques (e.g., GRATs, QPRTs, FLPs, ILITs, CRTs, CLTs, Private Foundations, GST strategies). Executive compensation planning (e.g., NQSOs, ISOs, RSUs). Strong intellectual and interpersonal skills with the ability to influence advisors and senior leaders. Ability to integrate market, legislative, and regulatory developments into planning strategies. Demonstrated success in a fast-paced, results-driven environment. Proficiency with financial planning software (e.g., eMoney) Experience with family office structures, private trust companies, and entity governance CPA or LLM designation.
Vice President, 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.
Schedule : 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.
Role Type : Full time
Salary : $165,000 $180,000 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.
Summary :
The Vice President of High Net Worth (HNW) Planning Services is a strategic leadership role responsible for supporting Osaic Financial Professionals in delivering sophisticated, customized financial planning solutions to HNW and Ultra-HNW clients (net worth $10M+). This individual will lead a team of Senior Financial Planning Specialists to deliver high-quality, financial planning solutions. The VP also serves as a thought leader within the organization, driving innovation and excellence in wealth planning services while contributing to the firm's strategic vision.
Responsibilities :
- Serve as a strategic partner to Osaic advisors, supporting advanced planning for HNW / UHNW clients in areas such as estate and philanthropic planning, business owner strategies, tax optimization, risk management, and investment planning.
- Lead and develop a high-performing team of Senior Financial Planning Specialists.
- Collaborate cross-functionally with internal teams and strategic partners to deliver integrated wealth management solutions.
- Monitor market trends and client feedback to drive service innovation and continuous improvement.
- Help develop and deliver educational content to advisors on estate, tax, and financial planning topics.
- Align HNW planning initiatives with firm-wide strategic priorities through collaboration with senior leadership.
- Represent Osaic as a speaker on financial planning topics at company sponsored advisor forums and industry events.
Education Requirements :
Bachelor's degree from an accredited university.
Basic Requirements :
Preferred Requirements :