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Senior Estate Planning Leader - High Net Worth; Remote

Remote / Online - Candidates ideally in
Seattle, King County, Washington, 98127, USA
Listing for: Osaic
Remote/Work from Home position
Listed on 2026-11-04
Job specializations:
  • Management
    Wealth Management, Portfolio & Asset Management
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 Leader - High Net Worth (Remote)

Osaic is seeking a Senior Estate Planning Strategist to join its High Net Worth Planning Services team. You will serve as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments impacting high-net-worth clients.

The role requires extensive law practice in trusts and estates, ability to analyze complex documents, and communicate sophisticated concepts to financial advisors.

Join us at Osaic as our next Senior Estate Planning Leader
- High Net Worth (Remote) in Seattle, WA, United States.

We invite applications for the Senior Estate Planning Leader
- High Net Worth (Remote) position located in Seattle, WA, United States.

The following role is for a Senior Estate Planning Leader
- High Net Worth (Remote) with Osaic.

Our group is growing, and we are hiring a Senior Estate Planning Leader
- High Net Worth (Remote) in Seattle, WA, United States.

Position Requirements
10+ Years work experience
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