Remote Senior Estate Planning Strategist: Wealth Transfer
Salt Lake City, Salt Lake County, Utah, 84193, USA
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Regulatory Compliance Specialist
Osaic is seeking a highly experienced Estate Planning Strategist to join its High Net Worth Planning Services team. This senior role requires deep expertise in trusts, estates, and wealth transfer strategies to support financial advisors serving ultra-high-net-worth clients.
The role emphasizes analyzing complex documents, identifying gaps, and communicating sophisticated concepts in practical terms. You will collaborate with a large team of planning professionals and contribute to advisor
This role, Remote Senior Estate Planning Strategist:
Wealth Transfer at Osaic, could be your next move.
The advertised compensation is 130..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Senior Estate Planning Strategist:
Wealth Transfer role in the description above.
We appreciate your interest in this position.
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