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Senior Estate Planning Architect UHNW Clients

Job in Florence, Lauderdale County, Alabama, 35630, USA
Listing for: Osaic
Full Time position Listed on 2026-11-08
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 Architect for UHNW Clients

Osaic is seeking a highly experienced Senior Estate Planning Strategist to join our High Net Worth Planning Services team. This role acts as a subject matter expert on trusts, wealth transfer planning, and related statutory developments for affluent clients.

The ideal candidate will have years of law practice in trusts and estates, the ability to analyze complex documents, and to translate sophisticated concepts for financial advisors.

We would love to welcome a new Senior Estate Planning Architect for UHNW Clients to our organisation in AL, United States.

This role, Senior Estate Planning Architect for UHNW Clients at Osaic, could be your next move.

Are you ready to take on the Senior Estate Planning Architect for UHNW Clients role at Osaic?

We would love to welcome a new Senior Estate Planning Architect for UHNW Clients to our team in AL, United States.

Position Requirements

10+ Years work experience
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