Multi Family Office RM Wealth Strategist

ECG Resources, Inc.; Memphis (TN); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Relocation assistance

Job summary

ECG Resources, Inc. seeks a tax/wealth planning expert to counsel UHNW clients (25mm+). This role focuses on comprehensive wealth planning with no tax compliance, no sales, and no busy seasons.

Responsibilities include managing engagements, developing complex wealth planning strategies, and delivering high-touch service under the Chief Wealth Strategist (JD/CPA). Relocation assistance is available for the right candidate.

Qualifications

• 12+ years of tax, estate, or financial planning experience.
• CPA or CFP a plus.
• Relocation assistance available.

Responsibilities

• Counsel UHNW clients on comprehensive wealth planning.
• Manage client engagements to develop complex wealth planning solutions and strategies.
• Maintain high-touch client service and collaborate with senior leaders.

Skills

UHNW tax experience

Wealth planning

Job description

Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales!

• Opportunity for tax professional to train and transition to a wealth management career with well-established firm
• 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
• No tax compliance, no selling, no busy seasons; Excellent work/life balance
• Requires 12+ years' tax, estate, or financial planning experience; CPA, or CFP a plus

~Relocation Assistance Available~