Estate Planning Strategist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Estate Planning Strategist based in the United States.

This role sits at the intersection of estate law and wealth management, supporting high-net-worth clients with sophisticated planning needs.
You will work closely with financial advisors and wealth planning teams to design, review, and implement estate planning strategies tailored to evolving family and regulatory circumstances.
The position requires both legal expertise and the ability to translate complex estate, trust, and tax concepts into clear, actionable guidance for advisors and clients.
You will serve as a key internal resource across a national wealth management organization, helping ensure estate plans remain current, compliant, and strategically aligned.
A significant part of your impact will come from reviewing existing documents, identifying necessary updates, and advising on changes driven by law or client life events.
You will also contribute to thought leadership, client education, and business development initiatives when needed.
This is a highly collaborative role within a fast-paced advisory environment focused on delivering holistic, integrated wealth solutions.

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Estate Planning Strategist based in the United States.

This role sits at the intersection of estate law and wealth management, supporting high-net-worth clients with sophisticated planning needs.
You will work closely with financial advisors and wealth planning teams to design, review, and implement estate planning strategies tailored to evolving family and regulatory circumstances.
The position requires both legal expertise and the ability to translate complex estate, trust, and tax concepts into clear, actionable guidance for advisors and clients.
You will serve as a key internal resource across a national wealth management organization, helping ensure estate plans remain current, compliant, and strategically aligned.
A significant part of your impact will come from reviewing existing documents, identifying necessary updates, and advising on changes driven by law or client life events.
You will also contribute to thought leadership, client education, and business development initiatives when needed.
This is a highly collaborative role within a fast-paced advisory environment focused on delivering holistic, integrated wealth solutions.

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

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