Executive Wealth & Estate Strategist
Oxford Financial Group
Oxford Financial Group, Ltd. is seeking a Managing Director & Senior Wealth Strategist in Atlanta, GA. This full-time role involves producing complex estate and wealth planning deliverables, serving as a key technical resource, and collaborating with clients and internal teams. Candidates should have a postgraduate degree (JD, L.L.M, MST) and 10 years of relevant experience in estate and tax planning. Strong analytical and communication skills, coupled with in-depth legislative knowledge, are essential for excellence in this position. Limited travel is required. #J-18808-Ljbffr
Vacancy posted 1 day ago
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