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Keywords: Oxford Financial Group, Ltd., Location: Carmel, IN

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Senior Financial Analyst - Reporting and Sales

POSITION SUMMARY Responsible for the accurate and timely recording of financial activity including several key... managing our business. This position will also work and communicate financial information with various departments in the firm...

Posted Date: 19 Oct 2024

Chief Wealth Planning Officer

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...

Posted Date: 03 Nov 2024

Managing Director (FOS)

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...

Posted Date: 27 Oct 2024

Senior Wealth Strategist

Oxford Financial Group, Ltd. is hiring a Senior Wealth Strategist that may be located in one of the following office... documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm...

Posted Date: 19 Oct 2024

Managing Director (CIO)

nights per month Moderate periods of sitting utilizing a computer Oxford Financial Group, Ltd.™ Oxford Financial Group... states.** *As of 12.31.2021 **As of 3.15.2023 OFG-2303-10 Oxford Financial Group, Ltd. is an E-Verify employer....

Posted Date: 19 Oct 2024

Trust Specialist

Position Summary: The Trust Specialist supports the Trust Company of Oxford's Fiduciary Officers with administration... administration includes ensuring that all trusts are entered and coded into all of Oxford systems. Maintains accurate account info...

Posted Date: 31 Oct 2024

Relationship Manager

Oxford Financial is hiring a Relationship Manager to be located in any one of our office locations, Indianapolis, Palm.... Relationship Managers will support multiple Managing Directors located in any of Oxford’s market locations by enhancing the client...

Posted Date: 19 Oct 2024