Remote job · Business and finance
Senior Financial Planning Strategist
In one line: Senior Financial Planning Strategist is a remote role in the United States at a large financial services and wealth management firm.
- USD 130,000 to 150,000 per year
- Remote (US)
- A large financial services and wealth management firm
- Posted 16 Oct 2026
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https://keywordise.com/mcpApply to Keywordise job ikc726s45dAbout the role
Support financial professionals serving high-net-worth clients with expert guidance on estate, business and tax planning strategies.
At a glance
- PayUSD 130,000 to 150,000 per year
- Remote scopeRemote, United States
- Posted16 Oct 2026
- Last checked19 Oct 2026
What you will do
- Advise financial professionals on taxation, succession, estate and trust matters
- Research complex planning questions and present suitable solutions
- Review and summarise estate planning and business governance documents
- Turn complex strategies into clear, actionable recommendations
- Track industry, legislative and regulatory developments that affect planning
- Give presentations at conferences, webinars and internal trainings
What they look for
- Ten years or more of financial planning experience in a client-facing role
- CFP designation
- Experience delivering educational content to varied audiences
- Proven ability to influence and collaborate across levels
- Strong written and verbal communication
- Ability to handle several complex cases at once
Benefits
- Health, vision and dental insurance
- Paid time away and volunteer days
Questions about this job
Is this a remote job, and where can I work from?
The posting lists it as remote for people in the United States.
What does this job pay?
The posting states USD 130,000 to 150,000 per year.
What experience is needed?
The posting asks for: ten years or more of financial planning experience in a client-facing role; CFP designation; experience delivering educational content to varied audiences.
How do I apply with Keywordise AI?
Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.
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