Senior Wealth Strategist

1 month ago

Carmel, United States Oxford Financial Group, Ltd. Full time
Job Title: Senior Wealth Strategist

Oxford Financial Group, Ltd. is seeking a highly skilled Senior Wealth Strategist to join their team. This role will be responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information.

Key Responsibilities:

  • Produces and performs review of complex client estate and wealth planning deliverables
  • Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities
  • Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan
  • Reviews, analyzes and summarizes sophisticated estate planning documents
  • Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client's family office needs
  • Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables

Requirements:

  • College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP and/or CPWA and 8 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration
  • Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families
  • Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area
  • Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail
  • Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred
  • Must have ability to explain complex estate planning strategies in a client friendly manner
  • Must have a professional demeanor with the utmost respect for confidential matters
  • Must be able to work independently and in a team environment
  • Must have excellent written and verbal communication skills with strong interpersonal skills
  • Must be detail-oriented with excellent organizational skills
  • Must have ability to multi-task
  • Must have ability to work in a fast-paced environment
  • Must have strong work ethic with a positive attitude

Working Conditions:

  • Limited travel as business needs necessitates
  • Long periods of sitting utilizing a computer
  • 100% onsite

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