Senior Wealth Planner

Oxford Financial Advisors•Atlanta, GA

10d•Onsite

About The Position

As a key member of the Family Office Services Team, the Senior Wealth Planner is responsible for reviewing estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, along with managing existing client relationships. This role has no new business development requirements.

Requirements

Bachelor’s degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required.
7+ years of experience in wealth, estate, or tax planning
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
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.

Nice To Haves

experience with ultra-high-net-worth individuals and multi-generational families preferred but not required
experience with NaviPlan or similar financial planning software preferred

Responsibilities

Serves as lead or co-lead relationship manager to clients
Actively listens and responds to client concerns and needs
Maintains professional credentials and develops individual technical knowledge for HNW clients
Proactively communicates, educates and builds consensus with clients, their families and advisors about techniques appropriate to consider understanding the family’s goals/objectives, time frames and risk tolerance
Assists in implementation of planning techniques with clients and advisors
Effectively prepares for quarterly client meetings including development of agendas and action items
Establishes spirit of teamwork and respect with operational team within the firm
Present estate and wealth transfer strategies, including 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
Handle administrative tasks, attend internal meetings, and participate in ongoing training.
Perform additional responsibilities as needed to support the firm and client teams.