Senior Wealth Strategist - Estate & Tax Planning Expert
Listed on 2026-10-07
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Finance & Banking
Wealth Management
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.
The Senior Wealth Strategist
- Estate & Tax Planning Expert position in the Legal, Management & Operations field is open for applications.
Join Oxford Financial Group and contribute to our ongoing work.
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This posting is for the Senior Wealth Strategist
- Estate & Tax Planning Expert role at Oxford Financial Group, based in Atlanta, GA, United States.
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