Oxford Financial Group, Ltd. is seeking a Managing Director & Family Office Fellow to lead complex estate and wealth planning deliverables in a Florida family office setting.
You will interpret intricate estate planning documents, develop proactive observations, and serve as a technical resource for Managing Directors and client teams. The role also involves writing expert articles, maintaining educational materials, and training internal staff.
#J-18808-LjbffrExecutive Director, Family Office & Wealth Strategy in northern at Unknown Company
This position is listed as full time and onsite.