Senior Wealth & Estate Strategy Leader
Oxford Financial GRP
Oxford Financial GRP seeks a Senior Wealth Strategist to lead complex estate and wealth planning deliverables, interpret intricate financial information, and provide technical resource support for tax and estate planning. The role collaborates with Managing Directors and client teams to prepare for and attend client meetings, while also contributing to firm-wide knowledge and training. The position requires a JD/LLM/MST or professional designations (CPA/CFP/CPWA) and 10+ years in estate and tax #J-18808-Ljbffr Oxford Financial GRP
Vacancy posted 4 days ago
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Socket.dev
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