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
Remote applicants within the United States are encouraged to apply.
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.
- Knowledge of financial planning software and estate planning technology platforms.
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