Wealth Strategist

Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest. Oxford was named the #5 Largest Multi-Family Office in the World by Caproasia  in 2020. Oxford 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 significant families and prodigious institutional clients in 37 states.** Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Oxford has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 39 years.

The Caproasia list of top 10 largest multi-family offices in the world is based on assets as reported in the Form ADV as of December 31, 2019. This list excludes multi-family offices that are operated within banking groups or a subsidiary of banking groups. The Financial Planning magazine lists of the 2020 Top 15 Firms and the 2013-2017 Top 150 RIA Firms are based on assets under management as reported in the Form ADV. The lists contain independent fee-only planning firms. Broker-dealers, insurance company affiliations and firms with substantial outside ownership stakes held by private equity firms and some outside investors are excluded. The lists do not include roll-ups, aggregators or turnkey asset management programs. To capture firms that provide true, holistic financial advice to individuals, only firms with more than 50% individual clients, as can be determined through Form ADVs, are included. The rating may not be representative of a client’s experience and is not indicative of future performance. Oxford did not pay a fee for inclusion in the rankings, but may purchase reprints.

*As of 10.1.20
**As of 12.31.19 

Position Summary:

Our Wealth Strategist produces and reviews complex client estate and wealth transfer planning deliverables and serves as an estate and financial planning technical resource for the firm and a 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)
• 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 an advanced degree in a relevant field and/or professional designation(s) in relevant area of study (such as CPA, CFP, CPWA, CIMA)
• Minimum of five (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
• Prior experience in strategic wealth planning for high net worth individuals and multi-generational families preferred
• 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 able 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 high stress, fast-paced environment
• Must have strong work ethic with a positive attitude

Working Conditions:

• Limited travel as business needs necessitate
• Long periods of sitting while utilizing a computer