Senior Estate Planning Strategist

Osaic

West Virginia

On-site

USD 130,000 - 150,000

Full time

5 days ago

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Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic seeks a Senior Estate Planning Strategist to join the High Net Worth Planning Services team. You will serve as a subject matter expert on estate planning, trust design, wealth transfer, and related legislative developments for high-net-worth clients.

The role requires extensive law practice in trusts and estates, the ability to analyze complex documents, and to translate sophisticated concepts for financial advisors.

Qualifications

10+ years of experience practicing law with a primary focus on trusts and estates.
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.

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 documents and related instruments.
Identify opportunities, risks, inconsistencies, and gaps within clients’ estate plans.
Collaborate with internal planning specialists and business partners to support complex client situations.
Develop concise, actionable estate plan summaries for advisors and clients.
Educate advisors on estate planning concepts through trainings, webinars, and resources.
Monitor regulatory and tax law developments affecting estate planning and wealth transfer.
Produce briefs and guidance for the High Net Worth Planning Services team.
Represent Osaic as an estate planning expert in presentations and events.
Contribute to development of planning resources and best practices.

Skills

Estate planning expertise

Drafting estate documents

Communication to non-attorneys

Regulatory knowledge

Educational content development

Team collaboration

Microsoft Office

Estate planning software platforms

Education

Bachelor's Degree

Juris Doctor (J.D.)

Tools

Microsoft Office

Estate planning software platforms

Job description

Senior Advanced Financial Planning Opportunity in Financial Services

Senior Estate Planning Strategist, High Net Worth Planning Services

Location(s):

2300 Windy Ridge Parkway, Atlanta, GA 30339
877 Executive Center Drive West, St. Petersburg, FL 33702
7755 Third Street North, Oakdale, MN 55128
12325 Port Grace Boulevard, La Vista, NE 68128
18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Role Type: Full-time

Salary: $130,000 - $150,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Benefits.

Summary:

We are seeking a highly experienced Estate Planning Strategist to join our High Net Worth Planning Services team. This role serves as a subject matter expert on estate planning strategies, trust design, wealth transfer planning, and related legislative developments impacting high-net-worth clients.

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. As part of a team of 25 professionals, one of the largest teams of its kind in the industry, this individual will collaborate with internal planning specialists and business partners to support complex client situations. This role will also play a key part in advisor education, internal training, thought leadership, and the development of planning resources for the broader advisor population.

Education Requirements:

Bachelor's Degree required.
Juris Doctor (J.D.) required.

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, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, individual and corporate 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 and business partners to support complex client situations and coordinate integrated planning recommendations.
Collaborate with financial advisors to 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 for financial advisors and their clients.
Educate financial advisors on estate planning concepts, strategies, and emerging trends 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 timely briefs, articles, and internal guidance on estate planning, tax, and legislative developments for the High Net Worth Planning Services team and the broader advisor population.
Represent Osaic as an estate planning subject matter expert through presentations at advisor conferences, events, webinars, and team training programs.
Contribute to the development of estate planning resources, tools, and best practices that enhance advisor effectiveness and client outcomes.
All other duties as assigned.

Basic Requirements:

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).

Preferred Requirements:

LL.M. in Taxation or Estate Planning.

Experience working with financial advisors, registered investment advisors, broker-dealers, family offices, or wealth management firms.

Prior experience presenting at industry conferences, advisor events, or continuing education programs.

Familiarity with advanced planning topics, including grantor trusts, dynasty trusts, charitable giving strategies, business succession planning, and wealth transfer techniques.