Senior Financial Strategist

22 hours ago


Detroit, Michigan, United States ECG Resources Full time
Job Title: Senior Financial Strategist

**About the Role:**
We are seeking a skilled Senior Financial Strategist to join our team at ECG Resources. As a key member of our wealth planning team, you will be responsible for providing high-level guidance and support to our ultra-high-net-worth clients. Your expertise in financial advisory and wealth management will enable you to serve as a trusted advisor, facilitating understanding and nurturing relationships with family members.

**Key Responsibilities:**
  • Develop and implement comprehensive financial strategies that meet the unique needs of each client
  • Communicate complex financial concepts clearly and effectively to ensure clients understand their options and strategies
  • Collaborate with our team of financial professionals to provide 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 key financial concepts to clients


**Benefits:**
  • A competitive salary of $120,000 per year
  • An excellent work-life balance, with opportunities for personal and professional growth
  • Relocation assistance available


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