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Senior Estate Planning Strategist High Net Worth

Job in Albany, Dougherty County, Georgia, 31721, USA
Listing for: OSAIC
Full Time position Listed on 2026-11-15
Job specializations:
Salary/Wage Range or Industry Benchmark: 130000 - 150000 USD Yearly USD 130000.00 150000.00 YEAR

Job Description & How to Apply Below

Position: Senior Estate Planning Strategist for High Net Worth

Osaic is seeking a highly experienced Estate Planning Strategist to join our High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments impacting high-net-worth clients.

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and

We are looking to fill the Senior Estate Planning Strategist for High Net Worth position at OSAIC in GA, United States.

We are currently recruiting a Senior Estate Planning Strategist for High Net Worth for our team in GA, United States.

This is an excellent position to take on the Senior Estate Planning Strategist for High Net Worth role at OSAIC.

Position Requirements

10+ Years work experience
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