Remote Senior Estate Planning Strategist - Wealth Transfer
Hamilton, Atlantic County, New Jersey, USA
Listed on 2026-10-31
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Finance & Banking
Wealth Management, Regulatory Compliance Specialist
Osaic is seeking a Senior Estate Planning Strategist to join our High Net Worth Planning Services team. The role requires deep legal expertise in trusts and estates, sophisticated wealth transfer planning, and the ability to translate complex concepts for financial advisors.
As part of a large, collaborative team, you will lead estate planning analyses, develop practical summaries, educate advisors, and contribute to resources and thought leadership while monitoring evolving tax and regulatory
Join us at Osaic as our next Remote Senior Estate Planning Strategist
- Wealth Transfer in NJ, United States.
This role, Remote Senior Estate Planning Strategist
- Wealth Transfer at Osaic, could be your next move.
Are you ready to take on the Remote Senior Estate Planning Strategist
- Wealth Transfer role at Osaic?
We would love to welcome a new Remote Senior Estate Planning Strategist
- Wealth Transfer to our organisation in NJ, United States.
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