What are the responsibilities and job description for the Senior Wealth Strategist position at ECG Resources, Inc.?
$15 billion Chicago-based investment and wealth management firm is seeking an Estate Planning Attorney to service the firms UHNW clientele in Wealth Planning.
- Lead client meetings on wealth transfer topics, oversee planning projects, and contribute to prospecting efforts by creating high-impact materials.
- Review and analyze client estate planning documents, including wills, trusts, philanthropic entities, and related instruments, to provide detailed summaries and recommendations.
- Engage in public speaking and thought leadership by creating educational materials and representing the firm at industry events.
- Learn directly from a recognized top estate planning attorney in the country
- No new business requirements
- 10 years of estate planning experience working with UHNW clientele
