Senior Wealth Strategist

Job overview

The Senior Wealth Strategist role is 100% onsite in Grand Rapids, MI. Compensation is not specified. The position is part of Oxford Financial Group’s Family Office Services Team. The strategist prepares and reviews complex estate and wealth planning work, develops recommendations, and serves as a technical resource for client teams and the firm. The role supports client planning and firm-wide expertise through analysis, advisor collaboration, educational materials, and training.

What you'll do

• Prepare and review estate flowcharts and other planning deliverables
• develop observations and recommendations
• analyze estate planning documents
• collaborate with managing directors and client teams
• participate in client, prospect, and advisor meetings as needed
• research and publish technical articles
• maintain educational materials
• provide technical guidance and training to associates.

What we're looking for

Skills & competencies

full-time

senior wealth strategist

estate planning

wealth transfer

family office services

grand rapids mi

oxford financial group

tax planning

trust planning

client strategy

technical writing

onsite

Work arrangement

• Weekend coverage required

Why this role

The posting requires a college degree plus a postgraduate degree or professional designation and 10+ years of relevant estate, tax, fiduciary, or trust planning experience.

About the employer

Oxford Financial GRP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.