Senior Wealth Planner — Lead UHNW Estate & Family Office
Oxford Financial GRP
Oxford Financial GRP is seeking a Senior Wealth Planner in Boca Raton, Florida. As a key member of the Family Office Services Team, you will manage existing client relationships and provide wealth planning deliverables. The ideal candidate has at least 7 years of experience in wealth or estate planning, strong analytical skills, and proficiency in Microsoft Excel and NaviPlan. This role is 100% onsite, involves client travel as needed and requires a collaborative, organized individual. #J-18808-Ljbffr Oxford Financial GRP
Vacancy posted 4 days ago
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