Senior Advanced Financial Planning Opportunity in Financial Services
Location(s):
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
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:
Basic Requirements:
Preferred Requirements:
Sr. Financial Planning Strategist • Omaha, NE, United States
Psychological Operations (PSYOP) / Military Information Support Operations (MISO) Planner.Peraton is seeking an experienced Psychological Operations (PSYOP) / Military Information Support Operation... Show more
Management Analyst (Journeyman).I2X Technologies is a reputable technology services company to the Federal Government.Whether the focus is on space exploration, national security, cyber security, o... Show more
Financial Accounting Team Member.Reporting to the Senior Financial Analyst, you will support the Corporate Controllers Group as part of the Financial Accounting Team with a focus on accruals and pr... Show more
City / StateVirginia Beach, VAWork ShiftFirst (Days)Overview :Sentara Health is hiring for a Finance Analyst / Consultant, Strategic Transformation- Remote!Status :Full-Time,permanent position (40 ... Show more
Lynne Walz for Nebraska: Finance Director.This is a full-time position based in Omaha, NE.The Finance Director will be responsible for developing a fundraising plan for Lynne Walz for Governor.The ... Show more
Finance/Grant Specialist (Lincoln or Omaha, NE)At the University of Nebraska's College of Engineering, our mission is to train the next generation engineering workforce and solve problems of global... Show more
Purpose of Position With limited supervision, the financial analyst is responsible for compiling and preparing financial reports (monthly forecasts, quarterly current estimates, and ten-year plan);... Show more
Operations in the Information Environment (OIE) Planners (Senior).Amentum is seeking experienced Operations in the Information Environment (OIE) Planners (Senior) to support the Apollo program acro... Show more
Wealth Management Consultant (WMC).The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works clo... Show more
FlexCare is seeking an experienced Emergency Room Registered Nurse for an exciting Travel Nursing job in Missouri Valley, IA.Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $2070.Why... Show more
Compensation will be commensurate with the level of the position, education, and experience.The Financial Coordinator supports the administration of federal, state, and institutional financial aid ... Show more
Vice President Of Finance & Strategy.We use American corn and existing bioethanol infrastructure to produce critical chemicals right here at homepowering U.Bluestem Biosciences has engineered a bre... Show more
Zachry Engineering Corporation (ZEC) is looking for a detail-oriented Planner/Scheduler who is highly qualified in scheduling to work in our Omaha, NE Design Center.This is a great opportunity to w... Show more
At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic selves and n... Show more
At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth... Show more
Business Development StrategistLightning Labs is looking for a Business Development Strategist who is passionate about bringing bitcoin to the next billion people by expanding Lightning's reach acr... Show more
Renaissance Financial Job Opportunity.What we do is not just a job it is a passion.Renaissance Financial is a comprehensive financial strategies firm with locations in St.Louis, Overland Park, Oma... Show more
Scheduler/Planner Finishing Products.Valmont impacts millions of people around the world every day, yet they might not realize the many ways.Our technology is helping feed the growing population, ... Show more
Why work for Nebraska Methodist Health System?At Nebraska Methodist Health System, we focus on providing exceptional care to the communities we serve and people we employ.We call it The Meaning of ... Show more
Duties and responsibilities vary and may increase according to grade level****.Review requisition package for adequacy, consistency, and compliance with administrative, regulatory, and procedural r... Show more
){kind=logo}
