Wealth Planner

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Wealth Planner

Full Time Atlanta, GA, US

Department:

Family Office Services Technical

Reports To:

Chief Wealth Planning Officer

FLSA Status:

Exempt

POSITION SUMMARY

The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net-worth client objectives. This role serves as a technical resource to internal teams, providing expertise, tools, and guidance to inform client-focused wealth planning strategies. This is a technical role with no direct client interaction.

DUTIES & RESPONSIBILITIES
Wealth Planning & Analysis

• Develop estate and wealth transfer strategies, including creating flowcharts, illustrations, summaries, and related planning materials
• Review and analyze estate planning documents to identify opportunities and support client objectives
• Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools
• Collaborate with internal teams to understand objectives, incorporate insights, and deliver high-quality planning recommendations
• Support client-facing teams through technical analysis and documentation; no direct client interaction

Internal Technical Resource

• Provide technical guidance to client teams during planning and meeting preparation
• Review work from associates and integrate feedback from Managing Directors and Client Service Teams
• Research and respond to estate and financial planning questions
• Stay current on tax, legislative, and industry developments

Tools, Templates & Education

• Develop and maintain planning templates, reports, and analyses
• Contribute to internal technical content, training materials, and educational resources

Administrative, Professional Development & Other Duties

• Handle administrative tasks, attend internal meetings, and participate in ongoing training
• Perform additional responsibilities as needed to support the firm and client teams

QUALIFICATIONS

• Bachelor’s degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required
• 3+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi-generational families preferred but not required
• Strong analytical and technical skills, with the ability to interpret complex estate documents, financial statements, and tax returns
• Proficiency in Microsoft Excel and Microsoft Office ; experience with NaviPlan or similar financial planning software preferred
• Excellent written, verbal, and presentation skills, with the ability to communicate complex strategies clearly and client-readily
• Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently
• Demonstrated professionalism, discretion, and respect for confidential matters
• Able to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion

WORKING CONDITIONS

• Long periods of sitting, utilizing a computer
• This is an onsite role working in the office full-time
• Limited travel as business needs necessitate