About this opportunity
Oxford Financial Group, Ltd. lists this Senior Wealth Strategist & Estate Planning Director opportunity in town of florida, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Oxford Financial Group, Ltd. is seeking a Managing Director & Senior Wealth Strategist to lead and refine estate and wealth planning for high-net-worth families.
You will produce complex deliverables, review strategies, and serve as a technical resource for client meetings, collaborating with senior leadership and client teams to drive proactive wealth planning answers. The role includes developing educational materials, publishing expert content, and training internal staff.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.