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Senior Estate Planning Strategist — Remote; HNWI

Remote / Online - Candidates ideally in
Little Rock, Pulaski County, Arkansas, 72260, USA
Listing for: OSAIC
Remote/Work from Home position Listed on 2026-11-15
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 130000 - 150000 USD Yearly USD 130000.00 150000.00 YEAR

Job Description & How to Apply Below

Position: Senior Estate Planning Strategist — Remote (HNWI)

Osaic, a leading financial services firm, seeks a Senior Estate Planning Strategist to join our High Net Worth Planning Services. This role serves as a subject matter expert on estate planning strategies, trust design, and wealth transfer planning for high-net-worth clients.

The ideal candidate has 10+ years in trusts and estates, with the ability to analyze complex documents, identify opportunities, and translate sophisticated concepts for financial advisors.

As a Senior Estate Planning Strategist — Remote (HNWI), you will play an important part at OSAIC in AR, United States.

We are looking to fill the Senior Estate Planning Strategist — Remote (HNWI) position at OSAIC in AR, United States.

The Senior Estate Planning Strategist — Remote (HNWI) role at OSAIC is now open for applications in AR, United States.

Join us at OSAIC as our next Senior Estate Planning Strategist — Remote (HNWI) in AR, United States.

Position Requirements

10+ Years work experience
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