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Senior Wealth & Estate Planning Architect

Job in Carmel, Hamilton County, Indiana, 46033, USA
Listing for: Oxford Financial Group, Ltd.
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Strategist to prepare estate and wealth planning analyses and serve as a technical resource to support high-net-worth client objectives. The role involves developing strategies, reviewing documents, and collaborating with teams to deliver recommendations. A Bachelor’s and advanced degree, alongside relevant experience, are required. Candidates should possess strong analytical, communication, and organizational skills.

This position is 100% onsite in Carmel, Indiana.
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Position Requirements
10+ Years work experience
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