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Senior Estate Planning Strategist - Remote & HNW Focus

Remote / Online - Candidates ideally in
Canton, Stark County, Ohio, 44701, USA
Listing for: Osaic
Remote/Work from Home position Listed on 2026-11-08
Job specializations:
  • Business
    Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 130000 - 150000 USD Yearly USD 130000.00 150000.00 YEAR

Job Description & How to Apply Below

Osaic, based in the United States, is seeking a highly experienced Estate Planning Strategist to join its High Net Worth Planning Services team. This role focuses on estate planning strategies, trust design, wealth transfer planning, and related regulatory developments affecting high-net-worth clients.

The ideal candidate will have extensive experience practicing law in trusts and estates, with the ability to analyze complex documents, identify opportunities and gaps, and communicate

We are seeking a motivated Senior Estate Planning Strategist - Remote & HNW Focus to join Osaic in OH, United States.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in OH, United States.

This opportunity is part of our work in Legal, Management & Operations.

The advertised compensation is 130..

Position Requirements

10+ Years work experience
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