Senior Trust & Estate Planning Strategist; HNW
Listed on 2026-11-01
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Business
Regulatory Compliance Specialist
Osaic is seeking a Senior Estate Planning Strategist to join its High Net Worth Planning Services team. This role focuses on estate planning strategies, trust design, wealth transfer planning, and regulatory developments impacting high-net-worth clients.
The ideal candidate has extensive trusts and estates law experience, can analyze complex documents, identify opportunities and communicate sophisticated concepts to financial advisors.
This posting is for the Senior Trust & Estate Planning Strategist (HNW) role at Osaic, based in MN, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in MN, United States.
This opportunity is part of our work in Legal, Management & Operations.
The advertised compensation is 130..
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