UHNW Wealth Management Professional

3 days ago


Chicago, Illinois, United States ECG Resources Full time
Wealth Planning Associate Opportunity

ECG Resources, a premier Single-Family Office, seeks a detail-oriented and results-driven Wealth Planning Associate to support the delivery of exceptional wealth management services to UHNW clients.

  • This entry-level professional will contribute to a high-performing team, learning from experienced advisors and developing expertise in wealth planning, tax, and estate planning.

An attractive annual salary of $100,000 - $150,000 awaits the successful candidate.

Main Responsibilities

Support senior advisors in providing comprehensive wealth management advice on various aspects, including tax, estate planning, trust management, insurance, cash management, mortgages, and investment matters.

  • Assist in developing and implementing tailored wealth plans for UHNW individuals and families.
  • Collaborate with internal teams to ensure efficient client service delivery.

This role offers opportunities for growth, mentorship, and professional development within the firm.

Essential Skills and Qualifications
  • Basic knowledge of wealth planning principles and concepts.
  • Strong analytical and problem-solving skills.
  • Excellent communication and teamwork abilities.
Benefits and Future Prospects

Embark on a fulfilling career journey with ECG Resources, where you'll benefit from a supportive work environment, opportunities for advancement, and a competitive compensation package.



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