Senior Estate Planning Strategist

Scottsdaleonsitesenior$130K – $150K

Posted 1w ago · via Workday

About this role

Current Employees and Contractors Apply Here Osaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Estate Planning Strategist, High Net Worth Planning Services Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 Executive Center Drive West, St. Petersburg, FL 33702 7755 Third Street North, Oakdale, MN 55128 12325 Port Grace Boulevard, La Vista, NE 68128 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Remote applicants within the United States are encouraged to apply. 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.…

Read the full description on Advisor Group's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Scottsdale. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
See if I'm a fit →

Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teams

More at Advisor Group

See all open jobs at Advisor Group →