Sr. Financial Planning Strategist

Advisor Group
Full time Costa Rica, Costa Rica Financial Specialists
Posted:
March 01, 2026
Location:
Costa Rica, Costa Rica, Costa Rica

Job Description

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

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

  • $140,000 - $160,000 per year + annual bonus

  • Actual compensation offered will be determined individu...

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    Job Overview

    Job Type: Full time
    Location: Costa Rica, Costa Rica
    Posted: March 01, 2026
    Deadline: April 10, 2026