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Wealth Strategist

Wealth Strategist

Oxford Financial Group, Ltd.Grand Rapids, MI, United States
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POSITION SUMMARY

The Wealth Strategist 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.

DUTIES & RESPONSIBILITIES

Wealth Planning & Analysis

  • 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 .

Internal Technical Resource

  • 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.

    • Tools, Templates & Education

  • Develop and maintain planning templates, reports, and analyses.
  • Contribute to internal technical content, training materials, and educational resources.

    • Administrative, Professional Development & Other Duties

  • Handle administrative tasks, attend internal meetings, and participate in ongoing training.
  • Perform additional responsibilities as needed to support the firm and client teams.

    • QUALIFICATIONS

  • Bachelor’s degree and an advanced degree in relevant field or professional designation (such as CFP , CPA , CPWA) , required.
  • 5+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi-generational families preferred but not required.
  • 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 ; experience with NaviPlan or similar financial planning software preferred.
  • 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.

    • WORKING CONDITIONS

  • 100% Onsite
  • Limited to occasional travel
  • Long periods of sitting utilizing a computer
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    Wealth Strategist • Grand Rapids, MI, United States

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