Client-Facing Wealth Planner

Oxford Advisory Group; Orlando (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Oxford Advisory Group in Florida seeks a motivated Financial Planning Advisor to manage existing client relationships and conduct review meetings, helping clients stay on track toward their financial goals. You will drive comprehensive wealth planning and own the client experience from preparation through follow-up.

The role requires strong communication, a solid foundation in investments and retirement planning, and the ability to coordinate with internal teams while maintaining CRM records.

Qualifications

• Bachelor degree in Finance or related field.
• Experience in wealth management or client-facing financial services.
• Strong knowledge of investments, retirement planning, and wealth management.
• Series 65/66 license or equivalent.
• Life & Health license held or pursued.
• CFP designation or progress toward it is a plus.

Responsibilities

• Manage and maintain relationships with an assigned group of existing clients.
• Prepare for and independently conduct client review meetings.
• Review client goals, financial plans, portfolios, and changing circumstances.
• Identify planning opportunities and recommend appropriate strategies.
• Maintain and update financial plans as client needs evolve.
• Coordinate implementation of recommendations with internal teams.
• Proactively communicate with clients between scheduled reviews.
• Track meeting action items and ensure timely follow-through.
• Collaborate with Lead Advisors on complex planning needs.
• Maintain accurate client records and documentation in the firm's CRM.
• Coordinate with clients' CPAs, attorneys, and other professionals when appropriate.

Skills

Relationship management

Client-facing

Communication

Financial planning knowledge

Education

Bachelor's degree in Finance, Financial Planning, Business, or related field

Series 65 or Series 66

Life & Health insurance license

CFP® designation or progress toward designation

Tools

CRM (e.g., Salesforce)

Financial planning software

Job description

Oxford Advisory Group in Florida seeks a motivated Financial Planning Advisor to manage existing client relationships and conduct review meetings, helping clients stay on track toward their financial goals. You will drive comprehensive wealth planning and own the client experience from preparation through follow-up.

The role requires strong communication, a solid foundation in investments and retirement planning, and the ability to coordinate with internal teams while maintaining CRM records.