Remote Senior Estate Planning & Wealth-Transfer Strategist

Osaic, a leader in Financial Services, seeks a Senior Estate Planning Strategist for its High Net Worth Planning Services team. This role focuses on estate planning strategies, trust design, wealth transfer planning, and tracking legislative developments impacting UHNW clients. The ideal candidate has 10+ years in trusts and estates law, a JD, and the ability to translate complex documents into practical guidance for financial advisors. #J-18808-Ljbffr Osaic