Wealth Planner
Employment type
Full-time
Work setting
On-site
Location
Cincinnati, OH
Schedule
Day shift
Posted
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Job overview
The Wealth Planner role is an onsite position located in Cincinnati, OH. Compensation is not specified. This role supports the Family Office Services Technical team at Oxford Financial GRP. The role exists to provide technical support for high-net-worth client wealth planning. The planner develops estate and wealth transfer strategies, builds financial models, and provides technical expertise to internal teams without direct client interaction.
What we're looking for
- Skills & competencies
- full-timeday shiftcincinnati ohwealth plannerfinanceestate planningtechnical analysisonsitewealth management
- Work arrangement
- Weekend coverage required
About the employer
Oxford Financial GRP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
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Listing ID: 85297bab-8552-4d4e-90a8-2cf0f1f565e1