Senior Wealth Strategist - Estate & Tax Planning Expert
Oxford Financial Group
Oxford Financial Group in Atlanta, GA seeks a Senior Wealth Strategist to produce and review complex estate and wealth planning deliverables, interpret intricate documents, and provide technical expertise. The role collaborates with Managing Directors and client teams to prepare for meetings and develop proactive strategies.
The position requires a strong background in estate and tax planning for high-net-worth families, with excellent written and verbal communication.
#J-18808-LjbffrVacancy posted 10 hours ago
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