Senior Wealth Strategist
4 weeks ago
ECG Resources, Inc. is seeking a Senior Wealth Strategist to counsel ultra high net worth clients on comprehensive wealth planning. The ideal candidate will have 8+ years of experience in tax, estate, or financial planning, with a strong background in UHNW tax expertise.
Key Responsibilities:
- Develop complex wealth planning solutions and strategies for UHNW clients
- Manage client engagements with a focus on high-touch client service
- Collaborate with the Chief Wealth Strategist to drive business growth and client satisfaction
- Take on new responsibilities and advance within the organization
Requirements:
- 8+ years of experience in tax, estate, or financial planning
- CPA or CFP certification a plus
- Strong understanding of UHNW tax laws and regulations
What We Offer:
- Excellent work/life balance
- Opportunity for professional growth and development
- Relocation assistance available
About ECG Resources, Inc.:
ECG Resources, Inc. is a well-established firm dedicated to providing exceptional wealth management services to ultra high net worth clients. Our team is passionate about delivering personalized solutions that meet the unique needs of each client.
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