Senior Wealth Strategist
4 weeks ago
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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