Senior Estate Planning Architect for Wealth Transfer

Osaic; Iowa; Sur place; USD 130 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Résumé du poste

Osaic is seeking a seasoned Estate Planning Strategist to join our High Net Worth Planning Services team. You will serve as an estate planning SME, advising financial advisors on trusts, wealth transfer strategies, and related regulatory developments for ultra-high-net-worth clients.

The role requires JD, 10+ years in trusts and estates, and the ability to translate complex documents into actionable recommendations.

Qualifications

• 10+ years of experience practicing law with a primary focus on trusts and estates.
• Experience drafting, reviewing, and interpreting estate planning documents.
• Strong understanding of federal estate, gift, and generation-skipping transfer tax concepts.

Responsabilités

• Serve as a trusted estate planning resource for financial advisors supporting high-net-worth clients.
• Review, analyze, and summarize complex estate planning documents.
• Identify planning opportunities, risks, and gaps within clients' estate plans.
• Collaborate with internal planning specialists and business partners to support complex client situations.

Connaissances

Estate planning expertise

Legal analysis

Non-attorney communication

Cross-team collaboration

Formation

Bachelor's Degree

Juris Doctor (J.D.)

Outils

Microsoft Office

Estate planning software

Description du poste

Osaic is seeking a seasoned Estate Planning Strategist to join our High Net Worth Planning Services team. You will serve as an estate planning SME, advising financial advisors on trusts, wealth transfer strategies, and related regulatory developments for ultra-high-net-worth clients.

The role requires JD, 10+ years in trusts and estates, and the ability to translate complex documents into actionable recommendations.