Senior Estate Planning Strategist for High Net Worth
Osaic
Osaic seeks a Senior Estate Planning Strategist to join the High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning, trust design, wealth transfer planning, and regulatory developments impacting high-net-worth clients. The ideal candidate has extensive law practice experience in trusts and estates, can analyze complex documents, identify opportunities and gaps, and communicate sophisticated concepts to financial advisors. #J-18808-Ljbffr
Vacancy posted 4 days ago
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