Remote Senior Estate Planning Strategist - Wealth Transfer
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Finance & Banking
Regulatory Compliance Specialist
Job Description & How to Apply Below
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
Step into the Remote Senior Estate Planning Strategist - Wealth Transfer role at Osaic in NJ, United States and grow with us.
All applications are reviewed carefully by our team.
The position is based in NJ, United States.
This opportunity is part of our work in Legal, Management & Operations.
The advertised compensation is 130..
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).