Senior Estate Planning Strategist HNW Wealth Transfers
Listed on 2026-11-01
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Finance & Banking
Wealth Management
Osaic is seeking an experienced Senior Estate Planning Strategist for its High Net Worth Planning Services team. The role focuses on expert estate planning, trust design, and wealth transfer strategies for high-net-worth clients.
Ideal candidates will have 10+ years practicing law in trusts and estates, with strong ability to translate complex concepts for financial advisors. Join a large, collaborative team delivering actionable planning insights.
The following opportunity is for a Senior Estate Planning Strategist for HNW Wealth Transfers with Osaic.
We appreciate your interest in this position.
Join Osaic and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Estate Planning Strategist for HNW Wealth Transfers role at Osaic, based in UT, United States.
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