Senior Investment Consultant

1 week ago


West Palm Beach, Florida, United States ECG Resources Full time
Position Overview

ECG Resources is seeking a seasoned professional to lead and develop our Florida operations within a well-established Multi-Family Office managing over $6 billion in assets.

This role presents an entrepreneurial opportunity to enhance our existing Florida practice while leveraging a robust client portfolio.

  • Engage with our current Florida clientele and Centers of Influence.
  • Partner with senior leadership to foster new connections with Ultra High Net Worth clients, specifically those with assets ranging from $25 million to $1 billion.
  • Act as the primary relationship manager for these clients, ensuring their needs are met with the utmost professionalism.
  • The Advisor will receive comprehensive support from the firm in both business development and client servicing.
  • A minimum of 5 years of business development experience is required, along with a proven history of success in attracting new business from UHNW clients across various sectors (investments, insurance, luxury assets, etc.).


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