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Senior Wealth Planner — Lead UHNW Estate & Family Office
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-06-02
Listing for:
Oxford Financial GRP
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Oxford Financial GRP is seeking a Senior Wealth Planner in Boca Raton, Florida. As a key member of the Family Office Services Team, you will manage existing client relationships and provide wealth planning deliverables.
The ideal candidate has at least 7 years of experience in wealth or estate planning, strong analytical skills, and proficiency in Microsoft Excel and Navi Plan.
This role is 100% onsite, involves client travel as needed and requires a collaborative, organized individual.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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