Oxford Financial Group, Ltd. · 10 hours ago
Wealth Strategist
Atlanta Metro
Full-time
Onsite
Mid, Senior Level
4+ years expOxford Financial Group, Ltd. is a firm specializing in wealth management, and they are seeking a Wealth Strategist to prepare estate and wealth planning analyses for high-net-worth clients. This role involves providing technical support and guidance to internal teams while developing strategies and tools to enhance client-focused wealth planning.
ConsultingFinancial ServicesWealth Management
Hiring Manager
Lynn Russell
Responsibilities
Develop estate and wealth transfer strategies, including creating flowcharts, illustrations, summaries, and related planning materials
Review and analyze estate planning documents to identify opportunities and support client objectives
Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools
Collaborate with internal teams to understand objectives, incorporate insights, and deliver high-quality planning recommendations
Provide technical guidance to client teams during planning and meeting preparation
Review work from associates and integrate feedback from Managing Directors and Client Service Teams
Research and respond to estate and financial planning questions
Stay current on tax, legislative, and industry developments
Develop and maintain planning templates, reports, and analyses
Contribute to internal technical content, training materials, and educational resources
Handle administrative tasks, attend internal meetings, and participate in ongoing training
Perform additional responsibilities as needed to support the firm and client teams
Qualification
Required
Bachelor's degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required
4 - 8 years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi-generational families preferred but not required
Strong analytical and technical skills, with the ability to interpret complex estate documents, financial statements, and tax returns
Proficiency in Microsoft Excel and Microsoft Office; experience with NaviPlan or similar financial planning software preferred
Excellent written, verbal, and presentation skills, with the ability to communicate complex strategies clearly and client-readily
Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
Demonstrated professionalism, discretion, and respect for confidential matters
Positive, collaborative mindset with a strong work ethic
Preferred
Experience with ultra-high-net-worth individuals and multi-generational families preferred but not required
Experience with NaviPlan or similar financial planning software preferred
Company
Oxford Financial Group, Ltd.
Oxford is one of the largest independent RIA firms in the country with oversight of more than $38 billion in assets under advisement* (which includes assets under management).
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Catherine Farley
Chief Administrative Officer (CAO) and Chief Financial Officer (CFO)
Sue McMillen, SPHR, CEBS, SHRM-SCP
Vice President, Chief Talent Officer
Recent News
2025-12-12
Business Wire
2025-10-22
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