Senior Estate Planning Strategist HNW | Remote
New Haven, New Haven County, Connecticut, 06501, USA
Listed on 2026-11-05
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Finance & Banking
Osaic is seeking a Senior Estate Planning Strategist to join High Net Worth Planning Services. You will serve as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and relevant regulatory developments impacting high-net-worth clients.
You will analyze complex documents, identify opportunities and gaps, and translate sophisticated concepts into practical guidance for financial advisors.
This role, Senior Estate Planning Strategist for HNW | Remote at Osaic, could be your next career step.
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 Senior Estate Planning Strategist for HNW | Remote role in the description above.
We appreciate your interest in this position.
Join Osaic and contribute to our ongoing work.
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