Senior Estate Planning Strategist - HNW Wealth Transfer
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Finance & Banking
Job Description & How to Apply Below
Osaic's High Net Worth Planning Services seeks a Senior Estate Planning Strategist to serve as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and evolving tax rules for ultra-high-net-worth clients.
You will review complex documents, collaborate with internal planners and advisors, contribute to training and thought leadership, and help develop planning resources that enhance advisor effectiveness.
We have an opening for a Senior Estate Planning Strategist - HNW Wealth Transfer in ME, United States within Legal, Management & Operations.
Join OSAIC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Estate Planning Strategist - HNW Wealth Transfer role at OSAIC, based in ME, 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).
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