Senior Estate Planning Strategist

Current Employees and Contractors Apply Here Osaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Estate Planning Strategist, High Net Worth Planning Services Location(s):2300 Windy Ridge Parkway, Atlanta, GA  Executive Center Drive West, St. Petersburg, FL  Third Street North, Oakdale, MN  Port Grace Boulevard, La Vista, NE  N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Remote applicants within the United States are encouraged to apply.

Role Type:
Full-time Salary: $130,000 - $150,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: .

Summary:

We are seeking a highly experienced Estate Planning Strategist to join our High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments impacting high-net-worth clients.

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. As part of a team of 25 professionals, one of the largest teams of its kind in the industry, this individual will collaborate with internal planning specialists and business partners to support complex client situations.

This role will also play a key part in advisor education, internal training, thought leadership, and the development of planning resources for the broader advisor population.

Education Requirements:

Bachelor’s Degree required.

Juris Doctor (J.D.) required.

Responsibilities:

Serve as a trusted estate planning resource for financial advisors supporting high-net-worth and ultra-high-net-worth clients.

Review, analyze, and summarize complex estate planning and related documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, individual and corporate tax returns, buy-sell agreements, and other planning instruments. Identify estate planning opportunities, risks, inconsistencies, and potential gaps within clients’ existing estate plans. Collaborate with internal planning specialists and business partners to support complex client situations and coordinate integrated planning recommendations.  

Collaborate with financial advisors to identify planning strategies related to wealth transfer, trust planning, charitable giving, business succession, gifting, and estate tax mitigation. Develop concise, accessible, and actionable estate plan summaries and planning observations for financial advisors and their clients.

Educate financial advisors on estate planning concepts, strategies, and emerging trends through consultations, training programs, webinars, written resources, and other learning opportunities.  Monitor and analyze legislative, regulatory, and tax law developments affecting estate planning and wealth transfer strategies.  Produce timely briefs, articles, and internal guidance on estate planning, tax, and legislative developments for the High Net Worth Planning Services team and the broader advisor population.

Represent Osaic as an estate planning subject matter expert through presentations at advisor conferences, events, webinars, and team training…