💼 Chief Wealth Planning Officer

Company
Oxford Financial Group, Ltd.
Location
Indianapolis, IN
Date posted
2025-01-14
Job Type
None
Industry
Accounting / Finance
Description
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 also actively engage in complex, sophisticated...See full description
Important Skills Hard skillsSoft Skills
Inventory Management Data Entry Attention to Detail Organizational Skills Customer Service Basic Math Skills Basic Computer Skills Communication Time Management Teamwork
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