Private Wealth Manager

19 hours ago


Chicago, Illinois, United States ECG Resources, Inc. Full time
Private Wealth Advisor Opportunity

ECG Resources, Inc. is seeking a skilled Private Wealth Advisor to join their team and provide exceptional wealth management services to their high-net-worth clients.

Key Responsibilities:
  • Collaborate with senior advisors to deliver comprehensive wealth management advice, including tax planning, estate planning, trust management, insurance, cash management, mortgages, and investment matters.
  • Develop and implement tailored wealth planning strategies for ultra-high-net-worth clients, including multi-billion dollar family members.
  • Work closely with clients across multiple generations, providing guidance on wealth management and financial planning.
  • Focus on delivering exceptional client service, with a strong emphasis on building long-term relationships.
  • Contribute to the growth and development of the firm's wealth management services, while maintaining a healthy work-life balance.
Requirements:
  • 2+ years of experience in financial planning and/or high-net-worth tax planning.
  • CFP certification or pursuing a CFP designation is a plus.

Hybrid Work Opportunity: Enjoy a flexible work arrangement that balances work and personal life.


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