Senior Wealth Strategist

5 days ago


Reston, Virginia, United States ECG Resources, Inc. Full time

ECG Resources, Inc. is seeking a seasoned Senior Wealth Strategist to provide expert counsel to high net worth individuals and families.

The ideal candidate will possess extensive knowledge of advanced trust planning, fiduciary services, and strategic wealth planning to drive business growth.

  • Develop and maintain strong relationships with clients, serving as a trusted advisor and providing sophisticated estate planning solutions.
  • Expertise in tax strategy and complex trust structures is essential for success in this role.
  • Collaborate with founders to identify new business opportunities and foster relationships with high net worth individuals and families.
  • Proven track record of cultivating relationships and providing exceptional client service is required.
  • Strong technical expertise and excellent client-facing skills are necessary for success in this role.
  • Lead a team of professionals, cultivating a culture of professionalism, trust, and client-centered service.
  • Minimum 5 years of experience and a CPA or JD degree are required.
  • Competitive salary, performance-based bonuses, and equity are offered.

The role is based in West Palm Beach, Florida, and relocation is encouraged.



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