More jobs:
Technical Wealth Planner UHNW Estates
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-09-09
Listing for:
Oxford Financial Group, Ltd.
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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);
Navi Plan and Excel proficiency are preferred.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×