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Senior Wealth Strategist - Estate & Tax Planning Expert
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-13
Listing for:
Oxford Financial Group
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Oxford Financial Group in Atlanta, GA seeks a Senior Wealth Strategist to produce and review complex estate and wealth planning deliverables, interpret intricate documents, and provide technical expertise. The role collaborates with Managing Directors and client teams to prepare for meetings and develop proactive strategies.
The position requires a strong background in estate and tax planning for high-net-worth families, with excellent written and verbal communication.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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