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Financial Consultant Financial Advisor Wealth Management

Wealth Planning Specialist – Technical Advisor

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Oxford Financial Group, Ltd.
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services firm located in Atlanta, GA is seeking a Wealth Strategist to enhance client-focused wealth planning strategies. This role involves preparing analyses, developing strategies, and providing technical guidance to internal teams. Candidates should possess a relevant bachelor's degree and an advanced degree or professional designation, alongside experience in wealth and estate planning. Strong analytical and communication skills are essential.

This position is 100% onsite and allows limited travel.
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