Oxford Financial GRP is seeking a Senior Wealth Planner in Boca Raton, Florida. As a key member of the Family Office Services Team, you will manage existing client relationships and provide wealth planning deliverables.The ideal candidate has at least 7 years of experience in wealth or estate planning, strong analytical skills, and proficiency in Microsoft Excel and NaviPlan.This role is 100% onsite, involves client travel as needed and requires a collaborative, organized individual.#J-18808-Ljbffr