Remote Senior Estate Planning Strategist

Advisor Group Inc.; Scottsdale (AZ); Remote; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Job summary

Advisor Group Inc. is seeking a highly experienced Senior Estate Planning Strategist for its High Net Worth Planning Services team.

The role focuses on sophisticated estate planning strategies, trust design, wealth transfer planning, and related legislative developments for ultra-high-net-worth clients. The ideal candidate will have extensive law practice in trusts and estates, the ability to analyze complex documents, and communicate advanced concepts to financial advisors.

Qualifications

• 10+ years of experience practicing law with a primary focus on trusts and estates.
• Extensive experience drafting, reviewing, and interpreting estate planning documents.
• Strong knowledge of federal estate, gift, and generation-skipping transfer tax concepts.
• Strong written, verbal, analytical, and research skills.
• Ability to influence and collaborate across organizational levels.

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.
• 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.
• 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.

Skills

Communication skills

Analytical skills

Research skills

Education

Bachelor's Degree

Juris Doctor (J.D.)

LL.M. in Taxation or Estate Planning

Tools

Microsoft Office

Job description

Advisor Group Inc. is seeking a highly experienced Senior Estate Planning Strategist for its High Net Worth Planning Services team.

The role focuses on sophisticated estate planning strategies, trust design, wealth transfer planning, and related legislative developments for ultra-high-net-worth clients. The ideal candidate will have extensive law practice in trusts and estates, the ability to analyze complex documents, and communicate advanced concepts to financial advisors.