Talent.com
Wealth Strategist

Wealth Strategist

Oxford Financial Group, Ltd.Carmel, IN, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_description

Position Summary :

The Wealth Strategist plays a key role in producing and reviewing 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 and financial planning.

Duties & 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

  • 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 advisors

    • Develops, 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

    • Handles certain required administrative tasks, attends various required internal meetings and participates in training sessions for continued technical development

    Performs other duties as assigned

    Qualifications :

  • College degree with advanced degree in relevant field or professional designation in relevant area of study (such as CPA, CFP, CPWA, CIMA) and 5 years of relevant experience in trust and estate planning and tax planning. Financial planning experience preferred.
  • 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 be developing in area of written and verbal communication skills as author and presenter of complex estate planning strategies
  • Must have excellent computer skills in Microsoft Office, specifically Excel, preferably with ability to build Excel worksheets relative to complex planning strategies
  • 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 a professional demeanor with the utmost respect for confidential matters
  • Must be able to work independently and in a team environment
  • Must be detail-oriented with excellent organizational skills
  • Must have ability to multi-task
  • Must have ability to work in a fast-paced environment
  • Must have strong work ethic with a positive attitude

    • Working Conditions :

  • Limited travel as business needs necessitate
  • Long periods of sitting utilizing a computer
    • serp_jobs.job_alerts.create_a_job

    Wealth Strategist • Carmel, IN, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Wealth Advisor, Schwab Wealth Advisory

    Wealth Advisor, Schwab Wealth Advisory

    Charles SchwabIndianapolis, IN, US
    serp_jobs.job_card.full_time
    At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance indus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Cath Lab Technologist

    Travel Cath Lab Technologist

    Skyline Med Staff AlliedAvon, IN, US
    serp_jobs.job_card.full_time
    Skyline Med Staff Allied is seeking a travel Cath Lab Technologist for a travel job in Avon, Indiana.Job Description & Requirements. Join the Top- Rated Travel Healthcare Team!.Skyline Med Staff...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Kokomo, IN

    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Kokomo, IN

    AlliedTravelCareersKokomo, IN, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with CompHealth to find a qualified Occupational Therapist (OT) in Kokomo, Indiana, 46901!. When it comes to finding the perfect locums assignment, sometimes it's all ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Assoicate Investment Strategy Team Wealth Advisor

    Assoicate Investment Strategy Team Wealth Advisor

    Old National BankIndianapolis, IN, United States
    serp_jobs.job_card.full_time
    Assoicate Investment Strategy Team Wealth Advisor.Job Locations US-MN-Eagan | US-IN-Indianapolis | US-TN-Nashville | US-KY-Louisville Category / Function Trust / Wealth Management ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Wealth Strategist

    Senior Wealth Strategist

    Fifth ThirdIndianapolis, IN, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Serves as the primary Wealth P...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Wealth Advisor, Schwab Wealth Advisory (INDIANAPOLIS)

    Wealth Advisor, Schwab Wealth Advisory (INDIANAPOLIS)

    Charles SchwabINDIANAPOLIS, IN, US
    serp_jobs.job_card.part_time
    At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Travel CT Technologist

    Travel CT Technologist

    Treva WorkforceCarmel, IN, US
    serp_jobs.job_card.full_time
    Treva Workforce is seeking a travel CT Technologist for a travel job in Carmel, Indiana.Job Description & Requirements.Treva Workforce Job ID #3022359. Pay package is based on 10 hour shifts and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Occupational Therapist (OT) - $2,172 per week in Kokomo, IN

    Travel Occupational Therapist (OT) - $2,172 per week in Kokomo, IN

    AlliedTravelCareersKokomo, IN, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with Advantis Medical Staffing to find a qualified Occupational Therapist (OT) in Kokomo, Indiana, 46901!. Advantis Medical, the #1 rated travel nurse agency, is curre...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Occupational Therapist (OT) - $1,809 to $1,958 per week in Kokomo, IN

    Travel Occupational Therapist (OT) - $1,809 to $1,958 per week in Kokomo, IN

    AlliedTravelCareersKokomo, IN, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with Host Healthcare to find a qualified Occupational Therapist (OT) in Kokomo, Indiana, 46902!. Host Healthcare is an award-winning travel healthcare company with an ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Pendleton, IN

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Pendleton, IN

    AlliedTravelCareersPendleton, IN, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Pendleton, Indiana, 46064!. This opportunity is available for a Home Health setting in Indiana, for a 3-...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    CT Technologist

    CT Technologist

    AscensionAnderson, IN, United States
    serp_jobs.job_card.full_time
    Various health insurance options & wellness plans.Retirement benefits including employer match plans.Long-term & short-term disability. Employee assistance programs (EAP).Parental leave & adoption a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Internal Wealth Specialist

    Internal Wealth Specialist

    Capital GroupIndianapolis, IN, United States
    serp_jobs.job_card.full_time
    Capital Group's Regional Sales Office (RSO) is comprised of over 300 associates, and is the dynamic, collaborative hub that drives sales, operations, and innovation. Home to our talented internal wh...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Occupational Therapist (OT) - $1,910 per week in Kokomo, IN

    Travel Occupational Therapist (OT) - $1,910 per week in Kokomo, IN

    AlliedTravelCareersKokomo, IN, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with Skyline Med Staff to find a qualified Occupational Therapist (OT) in Kokomo, Indiana, 46902!. Join the Top- Rated Travel Healthcare Team! Skyline Med Staff was n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Lead Strategist

    Senior Lead Strategist

    Lumen IncIndianapolis, IN, United States
    serp_jobs.job_card.full_time
    We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly.Together, we are building a culture and company from the people up - committed to t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    CT Scan Technologist

    CT Scan Technologist

    AscensionAnderson, IN, United States
    serp_jobs.job_card.full_time
    Various health insurance options & wellness plans.Retirement benefits including employer match plans.Long-term & short-term disability. Employee assistance programs (EAP).Parental leave & adoption a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Manager, Wealth Advisor- Schwab Wealth Advisory

    Senior Manager, Wealth Advisor- Schwab Wealth Advisory

    Charles SchwabINDIANAPOLIS, IN, United States
    serp_jobs.job_card.full_time
    At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior LinkedIn Strategist (Remote US)

    Senior LinkedIn Strategist (Remote US)

    AbeIndianapolis, IN, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Are you a true marketing nerd with a passion for social media advertising? Do you love building new things with a team motivated to win? Then you may be the Senior Social Media Strategist of our dr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Occupational Therapist (OT) - $1,958 per week in Kokomo, IN

    Travel Occupational Therapist (OT) - $1,958 per week in Kokomo, IN

    AlliedTravelCareersKokomo, IN, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with Centra Healthcare Solutions to find a qualified Occupational Therapist (OT) in Kokomo, Indiana, 46902!. Centra Healthcare Solutions is seeking an experienced Occu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days