Senior Wealth Strategy & Estate Planning Specialist

Oxford Financial Group; Atlanta (GA); On-site; USD 180,000 - 240,000; Full time

Job summary

Oxford Financial Group in Atlanta, GA seeks a Senior Wealth Strategist to lead complex estate and wealth planning deliverables and advise high-net-worth families. You will review estate flowcharts, craft proactive recommendations, and interpret intricate documents for client meetings.

As a technical resource, you will publish expert articles, develop educational materials, and train internal teams while collaborating with Managing Directors and the client service team.

Qualifications

• 10+ years relevant experience in estate and tax planning and fiduciary/trust planning and administration.
• JD/LLM/MST and/or CPA/CFP/CPWA designations required.
• Strong knowledge of current legislative changes in estate planning.
• Excellent written and verbal communication with ability to present complex strategies.
• Ability to interpret estate planning documents and financial statements with attention to detail.

Responsibilities

• Reviews complex estate and wealth planning deliverables and prepares analyses.
• Develops observations and recommendations for planning issues and strategies.
• Reviews and summarizes sophisticated estate planning documents.
• Serves as estate planning technical resource for client meetings and internal teams.
• Collaborates with Managing Directors and client service team on deliverables and strategies.
• Writes and publishes expert articles and maintains educational materials.
• Provides firm-wide support on tax and estate planning topics.
• Attends client/prospect/advisor meetings as needed.

Skills

Estate planning

Wealth management

Client communication

Team collaboration

Education

JD, LLM or MST

CPA, CFP or CPWA designation

Job description

Oxford Financial Group in Atlanta, GA seeks a Senior Wealth Strategist to lead complex estate and wealth planning deliverables and advise high-net-worth families. You will review estate flowcharts, craft proactive recommendations, and interpret intricate documents for client meetings.

As a technical resource, you will publish expert articles, develop educational materials, and train internal teams while collaborating with Managing Directors and the client service team.