Senior Estate Planning Strategist

🕒 October 14

🏈 Alabama, Arizona, +34 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote ⚜️ Louisiana – Remote 🦞 Maine – Remote 🦬 Montana – Remote 🌾 Nebraska – Remote 🎰 Nevada – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🌶️ New Mexico – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌪️ Oklahoma – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote 🎸 Mississippi – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote ⚓ Rhode Island – Remote 🌴 South Carolina – Remote ⛷️ Utah – Remote 🍁 Vermont – Remote ⚔️ Virginia – Remote ☕ Washington – Remote ⛰️ West Virginia – Remote 🧀 Wisconsin – Remote 🦬 Wyoming – Remote

💵 $130k - $150k / year

⏰ Full Time

🟠 Senior

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Osaic

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

Finance • B2B

Osaic is one of the nation’s largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.

📋 Description

• 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, 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, business partners, and financial advisors to support complex client situations and coordinate integrated planning recommendations. • 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. • Educate financial advisors 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 briefs, articles, and internal guidance on estate planning, tax, and legislative developments. • Represent Osaic as an estate planning subject matter expert through presentations at conferences, events, webinars, and team training programs. • Contribute to estate planning resources, tools, and best practices. • Perform all other duties as assigned.

🎯 Requirements

• Bachelor’s Degree required. • Juris Doctor (J.D.) required. • 10+ years of experience practicing law with a primary focus on trusts and estates. • Extensive experience drafting, reviewing, and interpreting estate planning documents. • Deep understanding of federal estate, gift, and generation-skipping transfer tax concepts. • Strong knowledge of trust structures, wealth transfer strategies, charitable planning techniques, and business succession planning. • Experience reviewing corporate tax returns and interpreting business ownership and governance documents, including buy-sell agreements. • Experience researching and interpreting legislative, regulatory, and tax law developments. • Demonstrated ability to communicate complex estate planning concepts to non-attorney audiences. • Experience developing educational content and presenting to diverse audiences. • Strong written, verbal, analytical, and research skills. • Demonstrated ability to influence and collaborate across organizational levels. • Ability to manage multiple complex cases, projects, and priorities simultaneously. • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

🏖️ Benefits

• Health insurance • Vision insurance • Dental insurance • 401k • Paid time away • Volunteer days

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