Senior Estate Planning Strategist HNW Clients
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Finance & Banking
Regulatory Compliance Specialist
Job Description & How to Apply Below
Osaic in the United States seeks a Senior Estate Planning Strategist to join High Net Worth Planning Services. This role conducts advanced estate planning analyses, crafts trust design and wealth transfer strategies, and tracks legislative developments impacting top clients.
As a trusted advisor, you will educate financial teams, produce concise planning observations, and collaborate with specialists to support complex client situations and advisor education initiatives.
We have an opening for a Senior Estate Planning Strategist for HNW Clients in WY, United States within Legal, Management & Operations.
This is a genuine position to take on the Senior Estate Planning Strategist for HNW Clients role at Osaic.
As a Senior Estate Planning Strategist for HNW Clients, you will play an important part at Osaic in WY, United States.
We invite applications for the Senior Estate Planning Strategist for HNW Clients position located in WY, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).