Wealth Planner

Oxford Financial Advisors•Atlanta, GA

3d•Onsite

About The Position

The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net-worth client objectives. This role serves as a technical resource to internal teams, providing expertise, tools, and guidance to inform client-focused wealth planning strategies. This is a technical role with no direct client interaction.

Requirements

Bachelor’s degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required
3+ 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 and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently
Demonstrated professionalism, discretion, and respect for confidential matters
Able to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion

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

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
Support client-facing teams through technical analysis and documentation; no direct client interaction
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