Sr. Wealth Strategist
Oxford Financial GRP
Cincinnati, Hamilton CountyPosted 8 days agoDiscoveredMatch locked
Full-timeLegal Jobs
About the role
Job Description Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the 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. Additionally, the role serves
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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