Senior Estate Planning Architect - High Net Worth, Remote

Osaic; Philadelphia (Philadelphia County); Sur place; USD 130 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Résumé du poste

Osaic seeks a Senior Estate Planning Strategist for its High Net Worth Planning Services team. You will lead expert guidance on estate planning, trust design, and wealth transfer to support financial advisors serving high-net-worth clients.

Ideal candidates bring extensive trusts-and-estates law experience, ability to analyze complex documents, and collaboration with internal partners to deliver actionable planning resources.

Qualifications

• 10+ years of experience practicing law in trusts and estates.

Responsabilités

• Serve as a trusted resources for financial advisors on estate planning for HNW clients.

Connaissances

Estate planning

Trust design

Wealth transfer

Regulatory awareness

Non-attorney communication

Formation

Bachelor's Degree

Juris Doctor (J.D.)

LL.M. in Taxation or Estate Planning

Outils

Microsoft Office

Description du poste

Osaic seeks a Senior Estate Planning Strategist for its High Net Worth Planning Services team. You will lead expert guidance on estate planning, trust design, and wealth transfer to support financial advisors serving high-net-worth clients.

Ideal candidates bring extensive trusts-and-estates law experience, ability to analyze complex documents, and collaboration with internal partners to deliver actionable planning resources.