Wealth Advisor

Oxford Financial Group, Ltd. is hiring a Wealth Advisor that may be located in one of the following office locations: Indianapolis, Grand Rapids, Chicago or Cincinnati.

Position Summary:

The Wealth Advisor serves as the lead advisor to existing individual clients as well as to G2/G3 of UHNW multi-generational families.

Duties & Responsibilities:

Relationship Management

• Participate in face to face as well as virtual client meetings, providing clients with information/education about the purpose and details of their unique financial plan
• Work directly alongside Managing Director to discuss, strategize, and deliver timely and comprehensive wealth planning advice to current and prospective clients
• Maintain, deepen, and expand relationships with existing clients through ongoing communication and interaction
• Delegate tasks to appropriate internal team members to ensure seamless execution of client's wealth plan
• Have ability to focus on continuing education including internal meetings and external events/seminars
• Troubleshoots client issues and directs effort to conclusion
• Responsible for overseeing the Client Meeting Preparation
• Assists in prepares meeting preparation guides, agendas, IPS workflows and reviews meeting files prior to scheduled meetings
• Oversees all delegation and client follow-up letters
• Coordinates and reviews all internal delegations for accuracy and completeness
• Reviews recommendations and implementation strategies developed by technical teams with the Managing Director
• Monitors and helps enhance client profitability

Administrative

• Completes TimeTracker entries timely and accurately
• Reads, handles and responds to email and voicemail messages
• Attends team and firm meetings including round table discussions
• Stays current with technical developments
• Participates in formal education/training to enhance areas of expertise, technical skills and leadership/management skills
• Strives to increase technical skills through personal research/reading
• Completes special projects as assigned

Qualifications:

• College degree in a related field with five to seven years relevant work experience
• CFP or Series 65 required
• Computer proficiency in Microsoft Outlook, Word and Excel
• Must have strong analytical skills; the ability to interpret/analyze data and accurate attention to detail
• Must have industry expertise and high level of knowledge in personal financial planning concepts
• Must have the ability to read and understand legal documents
• Must have a professional demeanor with the utmost respect for confidential matters
• Must have excellent written and verbal communication skills with strong interpersonal skills
• Must be able to work independently and in a team environment
• Must have strong work ethic with a positive attitude
• Must be detail oriented with excellent organizational skills
• Must have ability to multi-task in a fast-paced environment

Working Conditions:

• Limited travel as business needs necessitates
• Extended periods of sitting, utilizing a computer