Remote Senior Estate Planning Strategist – HNW Wealth

Osaic; Des Moines (IA); Remote; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic seeks a highly experienced Senior Estate Planning Strategist to join the High Net Worth Planning Services team. You will serve as a subject matter expert on estate planning strategies, trust design, and wealth transfer planning, guiding advisors and clients through complex scenarios.

The ideal candidate has a law background with 10+ years in trusts and estates and can translate complex documents into practical planning opportunities.

Qualifications

• 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.

Responsibilities

• Serve as a trusted estate planning resource for financial advisors supporting high-net-worth clients.
• Review, analyze, and summarize complex estate planning documents including wills, trusts, POA, healthcare directives, tax returns, and buy-sell agreements.
• Identify opportunities, risks, and gaps within clients' existing estate plans.
• Collaborate with internal planning specialists and business partners to support complex client situations and coordinate integrated planning recommendations.
• Educate financial advisors on estate planning concepts, strategies, and trends through consultations, training, webinars, and resources.
• Monitor and analyze legislative, regulatory, and tax law developments affecting estate planning and wealth transfer strategies.

Skills

Estate planning

Trusts & estates

Legal drafting

Regulatory knowledge

Communication

Research

Education

Bachelor's Degree

Juris Doctor (J.D.)

LL.M. in Taxation or Estate Planning

Tools

Microsoft Office

Job description

Osaic seeks a highly experienced Senior Estate Planning Strategist to join the High Net Worth Planning Services team. You will serve as a subject matter expert on estate planning strategies, trust design, and wealth transfer planning, guiding advisors and clients through complex scenarios.

The ideal candidate has a law background with 10+ years in trusts and estates and can translate complex documents into practical planning opportunities.