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Wealth Strategist

Company: Oxford Financial Group, Ltd.
Location: Carmel
Posted on: January 12, 2022

Job Description:

Oxford Financial Group, Ltd.--- is the premier multi-family office in the Midwest. Oxford was named the #5 Largest Multi-Family Office in the World by Caproasia in 2020. Oxford was named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine in 2013, 2014, 2015, 2016 and 2017 and the #5 RIA in 2020 (based upon assets under management). One of the largest independent RIA firms in the country with oversight of approximately $26.7 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 family and institutional clients in 37 states. Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Oxford has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 39 years.
Position Summary:The Wealth Strategist produces and reviews complex client estate and wealth transfer planning deliverables and serves as an estate and financial planning technical resource for the firm and developing thought leader in areas of estate financial planning matters.
Duties and Responsibilities:Produces Estate Document Focused Deliverables

  • Prepares estate flowcharts, estate planning illustrations, estate document summaries and other ad hoc technical deliverables relative to complex estate and wealth transfer planning matters
  • Reviews, analyzes and summarizes sophisticated estate planning documents
  • Discusses objectives with internal client teams as needed and prepares appropriate ad hoc deliverables
  • Identifies specific planning issues and strategies and drafts observations and recommendations
  • Calculates and administers GRATs, CLTs, CRTs as well as administration of various family entities and comprehensive services related to maintaining client's Family Offices
    Produces, Reviews and Presents Financial Modeling and Financial Planning Focused Deliverables resource internally
    • Prepares various financial modeling and impact analysis deliverables by utilizing NaviPlan, Excel and other programs
    • Develops expertise working with financial planning software (e.g., NaviPlan)
    • Participates as a presenter of "live-modeling" in client meetings, as needed
    • Discusses objectives with internal client teams as needed and prepares appropriate ad hoc deliverables
      Serves as an estate and financial planning technical resource internally
      • Assists client team as technical resource in preparation for client meetings
      • Ensures objectives/observations and information from Managing Director and Client Service Teams are incorporated into planning deliverables
      • Reviews reports prepared by various associates
      • Conducts research as needed
      • Provides support, clarity and answers to technical issues/questions related to estate and financial planning
      • Advances communication skills and visibility as author of technical articles
      • Stays current with legislative and case law changes and other technical developments in estate and financial planning areas
      • Develops beneficial relationships and communicates with outside advisorsDevelops, reviews and maintains FOS technical materials and educational pieces related to estate and wealth transfer planning
        • Develops, reviews and maintains templates for various estate planning reports, analyses and deliverables
        • Participates in creation, review and maintenance of estate and financial planning related technical education summaries and materials
          Minimum Qualifications:
          • College degree with a professional designation of JD, CPA, and/or Masters in a related field of study. CFP with exceptional, relevant work experience will be considered.
          • 5 years relevant experience in estate and tax planning
          • Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high net worth individuals and multi-generational families
          • Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail
          • Must have excellent computer skills in Microsoft Office, specifically Excel, preferably with ability to build Excel worksheets relative to complex planning strategies preferred
          • Must have familiarity with financial planning software, with specific NaviPlan experience preferred.
          • Must be developing in ability to explain complex estate planning strategies in a client-friendly manner.
          • Must have demonstrated excellence in written and verbal communication skills
          • Ability to work in a high stress, fast paced environment
          • Ability to work independently and in a team environment
          • Must have a professional demeanor with the utmost respect for confidential matters

Keywords: Oxford Financial Group, Ltd., Carmel , Wealth Strategist, Other , Carmel, Indiana

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