Senior Estate Planning Strategist — High Net Worth
Listed on 2026-11-01
-
Finance & Banking
Regulatory Compliance Specialist, Portfolio & Asset Management
Osaic is seeking an experienced Senior Estate Planning Strategist to join our High Net Worth Planning Services team. This role centers on expert estate planning strategy, trust design, and wealth transfer planning for sophisticated clients.
You will analyze complex documents, identify improvements, and communicate insights to financial advisors. You will help educate advisors and contribute to planning resources for the broader advisor population.
We are seeking a motivated Senior Estate Planning Strategist — High Net Worth to join Osaic in WI, United States.
The Senior Estate Planning Strategist — High Net Worth role at Osaic is now open for applications in WI, United States.
Join us at Osaic as our next Senior Estate Planning Strategist — High Net Worth in WI, United States.
We are currently recruiting a Senior Estate Planning Strategist — High Net Worth for our team in WI, United States.
(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).