Senior Wealth Strategy & Estate Planning Specialist
Oxford Financial Group, Ltd.
Oxford Financial Group in Atlanta, GA seeks a Senior Wealth Strategist to lead complex estate and wealth planning deliverables and advise high-net-worth families. You will review estate flowcharts, craft proactive recommendations, and interpret intricate documents for client meetings. As a technical resource, you will publish expert articles, develop educational materials, and train internal teams while collaborating with Managing Directors and the client service team. #J-18808-Ljbffr
Vacancy posted 4 hours ago
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