What are the responsibilities and job description for the Senior Wealth Strategist position at ECG Resources, Inc.?
Multi-Family Office seeks HNW Tax professional to advise clients (25mm client range) regarding comprehensive wealth planning.
- Opportunity for public accounting professional to train and transition to a wealth management career with well-established firm
- No tax compliance, no billable hours, no sales
- Learn all aspects of wealth planning for UHNW clients
- Reports to the Chief Wealth Strategist (JD / CPA)
- Manage client engagements with the goal of developing complex wealth planning solutions and strategies
- Emphasis on high-touch client service
- Extensive opportunity to take on new responsibilities and advance within the organization
- Excellent work / life balance
- Requires 12 years' experience
Relocation Assistance Available~
