Managing Director & Senior Wealth Strategist
Oxford Financial Group, Ltd.
Palm Beach, Palm Beach CountyPosted 1 day agoDiscoveredMatch locked
Full-timeAdmin Jobs
About the role
Job Description Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Senior Wealth Strategist is 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. Additiona
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
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