Oxford Financial Group, Ltd. Jobs
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Oxford Financial Group, Ltd.
Investment Management |
CHICAGO, IL |
110 followers
Oxford Financial Group, Ltd. Overview
WEBSITE
ofgltd.com
HEADQUARTERS
CHICAGO, IL
SIZE
100 - 200
FOUNDED
1981
CEO
RYAN JOHNSON
REVENUE
$10M - $50M
INDUSTRY
Investment Management
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About Oxford Financial Group, Ltd.
Oxford Financial Group, Ltd. is the premier multi-family office in the Midwest and was named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine in 2013, 2014, 2015, 2016 and 2017 and the #5 RIA in 2020 (based upon assets under management).* One of the largest independent RIA firms in the country with oversight of approximately $26.7 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 family and institutional clients in 37 states.** Oxford is an independent, fee-only firm t...hat is privately held by its partners and has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 39 years. With special expertise in Bespoke Generational Solutions, Aspirational Solutions and Niche Growth Strategies, Oxford specializes in serving clients with net worth above $5 million.
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Client Service Associate at Oxford Financial Group, Ltd.
Beach, FL | Full Time
$57k-75k (estimate)
4 Weeks Ago
A Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude. Duties & Responsibilities. Client contact and relationship management. Assists with the preparation and review of client-focused presentation materials. Troubleshoots clie...
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Client Service Associate at Oxford Financial Group, Ltd.
Cincinnati, OH | Full Time
$57k-75k (estimate)
4 Weeks Ago
A Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude. Duties & Responsibilities. Client contact and relationship management. Assists with the preparation and review of client-focused presentation materials. Troubleshoots clie...
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Client Service Associate at Oxford Financial Group, Ltd.
Chicago, IL | Full Time
$61k-81k (estimate)
4 Weeks Ago
A Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude. Duties & Responsibilities. Client contact and relationship management. Assists with the preparation and review of client-focused presentation materials. Troubleshoots clie...
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Associate Portfolio Strategist at Oxford Financial Group, Ltd.
Carmel, IN | Full Time
$93k-120k (estimate)
1 Month Ago
Position Summary. The primary responsibility of an Associate Portfolio Strategist is to provide support to the Portfolio Strategy Team by initiating and maintaining accurate data within the rebalancing and reporting system(s), conducting trade recommendations, cash investment and generating reports for external clients. Duties & Responsibilities. Investment allocation summaries and recommendations. Monitors/Maintains cash and allocation drift rep...
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Executive Assistant/Meeting Planner at Oxford Financial Group, Ltd.
Atlanta, GA | Full Time
$76k-97k (estimate)
1 Month Ago
The Executive Assistant/ Meeting Planner (EA/MP) position is located in our Buckhead office location and is an on-site position. Position Summary. Provides Executive support and client support. Supports Managing Directors (MD) and his/her respective teams by providing high level administrative assistance. Plans and coordinates meetings, conferences, and travel for assigned MDs. Manages schedules through communication with clients, prospects and a...
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Executive Assistant at Oxford Financial Group, Ltd.
Atlanta, GA | Full Time
$76k-97k (estimate)
1 Month Ago
Position Summary. Provides Executive support and client support. Supports Managing Directors (MD) and his/her respective teams by providing high level administrative assistance. Promotes a positive and professional image for the firm. . Duties & Responsibilities. Client Support. Coordinates client meeting preparation and follow up. Utilizes Electronic/web based workflow process for meeting preparation. Coordinates with Managing Director, Client ...
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Client Service Associate at Oxford Financial Group, Ltd.
Minneapolis, MN | Full Time
$57k-75k (estimate)
2 Months Ago
A Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude. Duties & Responsibilities. Client contact and relationship management. Assists with the preparation and review of client-focused presentation materials. Troubleshoots clie...
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Relationship Manager at Oxford Financial Group, Ltd.
Carmel, IN | Full Time
$73k-98k (estimate)
2 Months Ago
On behalf of the client, the Relationship Manager coordinates the efforts between the Managing Director (MD) and all service areas throughout the firm, reviews client reports and analysis and assists in all planning and implementation for the client. Duties and Responsibilities. Client Service. Creates an excellent client experience. Takes client calls and handles client inquiries. Troubleshoots client issues and directs effort to conclusion. Coo...
