Technical Wealth Planner for UHNW Estates

Oxford Financial Group, Ltd.; Atlanta, Northern (GA, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Oxford Financial Group, Ltd. in Atlanta, GA is seeking a Wealth Planner to prepare estate and wealth planning analyses, including flowcharts, financial models, and planning materials.

This technical role supports internal teams with guidance and tools, with no direct client interaction. Required are 3+ years in wealth planning and an advanced degree or professional designation (CFP, CPA, CPWA); NaviPlan and Excel proficiency are preferred.

Qualifications

• Bachelor’s degree and an advanced degree or professional designation (CFP, CPA, CPWA) required.
• 3+ years of wealth, estate, or tax planning experience.
• Strong analytical and technical skills for interpreting complex documents.
• Proficiency in Excel and Office; NaviPlan experience preferred.
• Excellent written, verbal, and presentation abilities.
• Highly organized and detail-oriented with multitask management.
• Able to work independently and with cross-functional teams.

Responsibilities

• Develop estate and wealth transfer strategies with flowcharts and analyses.
• Review and analyze estate planning documents to support client objectives.
• Build financial models using NaviPlan and Excel.
• Collaborate with internal teams to deliver planning recommendations.
• Provide technical guidance to client teams; no direct client interaction.
• Produce planning templates, reports, and educational resources.
• Handle administrative tasks and ongoing training.

Skills

Analytical skills

Technical skills

Excel proficiency

Communication

Organization

Team collaboration

Education

Bachelor’s degree

Advanced degree or professional designation (CFP, CPA, CPWA)

Tools

NaviPlan

Microsoft Excel

Microsoft Office

Job description

Oxford Financial Group, Ltd. in Atlanta, GA is seeking a Wealth Planner to prepare estate and wealth planning analyses, including flowcharts, financial models, and planning materials.

This technical role supports internal teams with guidance and tools, with no direct client interaction. Required are 3+ years in wealth planning and an advanced degree or professional designation (CFP, CPA, CPWA); NaviPlan and Excel proficiency are preferred.