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Senior Wealth Strategist: Estate & Tax Planning Leader
Job in
Grand Rapids, Kent County, Michigan, 49528, USA
Listed on 2026-08-09
Listing for:
Oxford Financial GRP
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Oxford Financial GRP in Atlanta, GA seeks a Senior Wealth Strategist to lead complex estate and wealth planning deliverables, review documents, and provide expert observations for client meetings. You will work with Managing Directors and client teams to craft comprehensive plans.
This role also serves as a firm-wide technical resource on tax and estate planning, and involves writing articles, maintaining educational materials, and training internal associates.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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