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Financial Advisor

2 months ago

Michigan, United States ECG Resources, Inc. Full time
Unlock Your Potential as a Relationship Manager/Wealth Advisor

Are you ready to take your career to the next level in a collaborative and client-centric environment? ECG Resources, Inc. is seeking a seasoned Relationship Manager/Wealth Advisor to join our elite Single-Family Office in Michigan.

About the Role:

As a Relationship Manager/Wealth Advisor, you will serve as the primary point of contact for select family members, providing expert guidance and support in areas such as tax, estate planning, trust management, insurance, and overall financial strategies.

Key Responsibilities:
  • Trusted Advisor: Develop and maintain strong, trust-based relationships with family members, ensuring exceptional client service and personalized support.
  • Financial Strategist: Communicate complex financial concepts clearly and effectively, ensuring clients understand their options and strategies.
  • Collaborative Team Player: Work closely with financial professionals to ensure cohesive communication and strategy implementation, contributing to a positive team dynamic.
  • Client Advocate: Foster a deep understanding of clients' needs and goals, providing tailored solutions and recommendations.
Requirements:
  • 10+ years of experience in financial advisory or wealth management, with a broad-based, diverse background.
  • 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.

If you're a motivated and experienced financial professional looking to make a meaningful impact in a rewarding environment, we encourage you to apply for this exciting opportunity.