Senior Estate Planning Strategist - Remote HNW
Gilbert, Maricopa County, Arizona, 85233, USA
Listed on 2026-10-29
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Finance & Banking
Regulatory Compliance Specialist -
Law/Legal
Regulatory Compliance Specialist
Osaic seeks a highly experienced Estate Planning Strategist to join our High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments impacting high-net-worth clients.
The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps,
The following opportunity is for a Senior Estate Planning Strategist
- Remote for HNW with Advisor Group.
We appreciate your interest in this position.
Join Advisor Group 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
- Remote for HNW role at Advisor Group, based in Scottsdale, AZ, United States.
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