About this opportunity
Oxford Financial Group, Ltd. lists this Executive Director, Family Office & Wealth Strategy opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Oxford Financial Group, Ltd. is seeking a Managing Director & Family Office Fellow to lead complex estate and wealth planning deliverables in a Florida family office setting.
You will interpret intricate estate planning documents, develop proactive observations, and serve as a technical resource for Managing Directors and client teams. The role also involves writing expert articles, maintaining educational materials, and training internal staff.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.