Oxford Financial Group, Ltd. is hiring a Chief Wealth Planning Officer that may be located in one of the following... and ensuring that team activities align with the firm’s financial objectives Serve as an estate planning technical resource...
Oxford Financial Group is seeking Managing Directors in our Minneapolis market. Successful candidates will generate new... and oversees delegation within the group Reviews client deliverables for accuracy, timelines and appearance Masters the Oxford...
utilizing a computer Oxford Financial Group, Ltd. is an E-Verify employer....The Managing Director provides financial services to ultra-high-net-worth (UHNW) individuals and families, including...
and ease of presentation Contacts outside advisors, custodians, etc. for assistance Prepares and updates Financial... Statements for clients in addition to related analysis Follows policies and procedures for Financial Statements Reviews...