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Oxford Financial Group, Ltd. Jobs

Oxford Financial Group, Ltd.

Investment Management | CHICAGO, IL | 110 followers

Oxford Financial Group, Ltd. Overview

WEBSITE ofgltd.com
HEADQUARTERS CHICAGO, IL
SIZE 100 - 200
FOUNDED 1981
CEO RYAN JOHNSON
REVENUE $10M - $50M
INDUSTRY Investment Management
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About Oxford Financial Group, Ltd.

Oxford Financial Group, Ltd. is the premier multi-family office in the Midwest and was named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine in 2013, 2014, 2015, 2016 and 2017 and the #5 RIA in 2020 (based upon assets under management).* One of the largest independent RIA firms in the country with oversight of approximately $26.7 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 family and institutional clients in 37 states.** Oxford is an independent, fee-only firm t...hat is privately held by its partners and has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 39 years. With special expertise in Bespoke Generational Solutions, Aspirational Solutions and Niche Growth Strategies, Oxford specializes in serving clients with net worth above $5 million. More
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Senior Financial Analyst - Strategic Finance & Business Insights at Oxford Financial Group, Ltd.

Carmel, IN | Full Time
$125k-154k (estimate)
6 Months Ago

Private Family Services Coordinator at Oxford Financial Group, Ltd.

Carmel, IN | Full Time
$55k-69k (estimate)
6 Months Ago

Managing Director (CIO) at Oxford Financial Group, Ltd.

Lakeville, MN | Full Time
$236k-360k (estimate)
8 Months Ago
Oxford Financial Group is seeking Managing Directors in our Indianapolis market. Successful candidates will generate new clients through business development activities and provide excellent client service for established Oxford CIO clients. Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. Duties & Responsibilities. Leads client engagements and delivers effective and appropriate ...

Chief Wealth Planning Officer at Oxford Financial Group, Ltd.

Chicago, IL | Full Time
$206k-283k (estimate)
8 Months Ago
Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following office locations : Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis. The Chief Wealth Planning Officer (CWPO) will provide strategic leadership, oversee daily operations, and ensure th...

Managing Director (FOS) at Oxford Financial Group, Ltd.

Chicago, IL | Full Time
$238k-363k (estimate)
8 Months Ago

Chief Wealth Planning Officer at Oxford Financial Group, Ltd.

Indianapolis, IN | Full Time
$191k-262k (estimate)
8 Months Ago
Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following office locations : Indianapolis, Atlanta, Chicago, Cincinnati, or Minneapolis. The Chief Wealth Planning Officer (CWPO) will provide strategic leadership, oversee daily operations, and ensure the overall success of the Family Office Services (FOS) Technical team. As a player-coach, the CWPO will not only lead and mentor the team but ...

Client Service Associate at Oxford Financial Group, Ltd.

Cincinnati, OH | Full Time
$53k-70k (estimate)
6 Months Ago
A Client Service Associate provides extraordinary client service as a dedicated member of a client service team.  The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude. Duties & Responsibilities. Client contact and relationship management. Assists with the preparation and review of client-focused presentation materials. Troubleshoots clie...

Client Service Associate at Oxford Financial Group, Ltd.

Minneapolis, MN | Full Time
$58k-75k (estimate)
7 Months Ago
A Client Service Associate provides extraordinary client service as a dedicated member of a client service team.  The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude. Duties & Responsibilities. Client contact and relationship management. Assists with the preparation and review of client-focused presentation materials. Troubleshoots clie...

Receptionist - Part Time at Oxford Financial Group, Ltd.

Carmel, IN | Part Time
$35k-43k (estimate)
8 Months Ago
Oxford  Financial Group, Ltd. is searching for a Receptionist in our Carmel, IN office. This is a part-time position working Monday - Wednesday : 7 am - 5 pm weekly, approximately 27 hours weekly. The Receptionist will provide prompt and friendly service to Oxford guests and associates by answering and directing phone calls, greeting and assisting guests and assisting with catering needs. Other responsibilities include supporting Oxford associate...
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