Sr. Wealth Strategist
Oxford Financial GRP
Job Description Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning Deliverables * Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables. * Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities. * Develops and reviews technical, complex and comprehensive plans focused on wealth
Vacancy posted 2 days ago
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