Lead Wealth Strategist: Estate & Tax Planning Expert
Oxford Financial GRP
Oxford Financial GRP is seeking a Senior Wealth Strategist to lead complex estate and wealth planning deliverables, interpret intricate documents, and provide expert resources to the client team. The role collaborates with Managing Directors and attends client meetings to shape proactive recommendations. You will write and publish technical articles, develop educational materials, and train internal associates while supporting tax and estate planning across the firm. #J-18808-Ljbffr Oxford Financial GRP
Vacancy posted 2 days ago
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