Wealth Planner — Estate & High-Net-Worth Strategy
Oxford Financial GRP
Oxford Financial GRP is seeking a Wealth Planner in Atlanta, Georgia. The Wealth Planner will prepare estate and wealth planning analyses, supporting high-net-worth clients with financial strategies. This role involves developing strategies, providing technical guidance, and staying updated on tax and industry changes. Ideal candidates will have a bachelor’s degree, 3+ years of relevant experience, and strong analytical skills. This is a full-time onsite position. #J-18808-Ljbffr Oxford Financial GRP
Vacancy posted 1 day ago
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