Senior Estate Planning Strategist - Wealth Transfer Expert
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Finance & Banking
Regulatory Compliance Specialist, Tax Law -
Law/Legal
Regulatory Compliance Specialist, Tax Law
Job Description & How to Apply Below
Osaic is seeking a Senior Estate Planning Strategist to lead complex trusts and estates work for high net worth clients. This role serves as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments.
The ideal candidate will have 10+ years of legal practice in trusts and estates, JD, and the ability to analyze complex documents, advise financial advisors, and educate internal teams.
We invite applications for the Senior Estate Planning Strategist
- Wealth Transfer Expert position located in PA, United States.
We are looking to fill the Senior Estate Planning Strategist
- Wealth Transfer Expert position at Osaic in PA, United States.
The Senior Estate Planning Strategist
- Wealth Transfer Expert role at Osaic is now open for applications in PA, United States.
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).