Wealth Advisor

4 weeks ago


chicago, United States ECG Resources, Inc. Full time

Established Single-Family Office seeks a Wealth Advisor to service their UHNW clients by providing a full suite of wealth management services.


  • The firm is looking to hire a wealth planning professional to train in all facets of wealth management
  • Work closely with senior advisors to provide wealth management advice including tax, estate planning, trust management, insurance, cash management, mortgages, new business structures, and investment matters
  • Ability to learn UHNW wealth planning strategies for multi-billion dollar family members, in addition to working in a multi-generational environment with exposure to all levels of clients
  • Focus is on providing excellent client service; No new business requirements
  • Position offers excellent work/life balance, and a strong career track within the firm
  • Requires 2+ years', financial planning and/or High-Net-Worth tax experience; CFP or pursuing, a plus


~Hybrid Work Opportunity~


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