Senior Wealth Planner & Estate Strategy Lead
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-06-03
Listing for:
Oxford Financial GRP
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Oxford Financial GRP is seeking a Wealth Planner to prepare estate and wealth planning analyses, providing technical expertise to support high-net-worth client objectives. The role involves developing strategies, analyzing estate planning documents, and collaborating with internal teams for quality recommendations.
The ideal candidate will have a Bachelor’s degree, professional designation, and over three years of experience in wealth or tax planning. This position is fully on-site in Boca Raton, Florida.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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