Senior Estate Planning Strategist — High Net Worth
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Finance & Banking
Job Description & How to Apply Below
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 currently recruiting a Senior Estate Planning Strategist — High Net Worth for our team in WI, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Estate Planning Strategist — High Net Worth role in the description above.
We appreciate your interest in this position.
Join OSAIC and contribute to our ongoing work.
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).
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