Remote Senior Estate Planning Strategist HNW Clients
Livingston, Park County, Montana, 59047, USA
Listed on 2026-11-01
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Business
Regulatory Compliance Specialist
Osaic in the United States seeks a Senior Estate Planning Strategist to join High Net Worth Planning Services. This role serves as a subject matter expert on estate planning, trust design, wealth transfer planning, and related legislative developments for high-net-worth clients.
The ideal candidate has 10+ years of trusts and estates law, JD, and proven ability to translate complex concepts for financial advisors.
Join us at Osaic as our next Remote Senior Estate Planning Strategist for HNW Clients in MT, United States.
We are currently recruiting a Remote Senior Estate Planning Strategist for HNW Clients for our team in MT, United States.
This is an excellent role to take on the Remote Senior Estate Planning Strategist for HNW Clients role at Osaic.
As a Remote Senior Estate Planning Strategist for HNW Clients, you will play an important part at Osaic in MT, United States.
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