Senior Wealth Strategist

4 weeks ago


Detroit, Michigan, United States ECG Resources Full time

Job Title: Senior Wealth Strategist

Job Summary:

We are seeking a Senior Wealth Strategist to join our team at ECG Resources. As a Senior Wealth Strategist, you will be responsible for providing high-level guidance and support to our ultra-high-net-worth clients.

Key Responsibilities:

  • Develop and implement comprehensive wealth strategies for clients, including tax, estate planning, trust management, and insurance.
  • Communicate complex financial concepts clearly and effectively to clients, ensuring they understand their options and strategies.
  • Nurture relationships with clients, focusing on building and maintaining strong, trust-based relationships.
  • Collaborate with financial professionals to ensure cohesive communication and strategy implementation.

Requirements:

  • 10+ years of experience in financial advisory or wealth management.
  • Strong people skills and a friendly, client-facing demeanor.
  • Ability to effectively communicate complex financial concepts to clients.
  • Thrives in collaborative environments and fosters strong relationships with team members.

About ECG Resources:

ECG Resources is a leading provider of financial services to ultra-high-net-worth individuals. We offer a collaborative and supportive work environment, with a focus on personal and professional growth.



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