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Senior Estate Planning Strategist HNW Wealth

Job in Sumter, Sumter County, South Carolina, 29150, USA
Listing for: Osaic
Full Time position
Listed on 2026-11-01
Job specializations:
  • Finance & Banking
  • Law/Legal
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 for HNW Wealth

Osaic seeks a Senior Estate Planning Strategist to join our High Net Worth Planning Services team. This expert will design trust structures, wealth transfer strategies, and stay ahead of legislative developments impacting high-net-worth clients.

Ideal candidates have extensive law practice in trusts and estates, ability to translate complex documents for financial advisors, and will educate teams on evolving planning concepts.

Step into the Senior Estate Planning Strategist for HNW Wealth role at Osaic in SC, United States and grow with us.

The Senior Estate Planning Strategist for HNW Wealth position in the Legal, Management & Operations field is open for applications.

We have an opening for a Senior Estate Planning Strategist for HNW Wealth in SC, United States within Legal, Management & Operations.

This role, Senior Estate Planning Strategist for HNW Wealth at Osaic, could be your next opportunity.

Position Requirements
10+ Years work experience
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