Multi Family Office - Wealth Strategist

ECG Resources, Inc.; Tennessee; On-site; USD 120,000 - 190,000; Full time

Job summary

ECG Resources, Inc. seeks a Wealth Strategist to counsel UHNW clients on comprehensive wealth planning, covering a $25MM–$100MM+ client range. The candidate will train from estate planning or CPA backgrounds and transition into wealth management within a well-established firm.

Reports to the Chief Wealth Strategist and will manage client engagements with an emphasis on high-touch service rather than a sales culture, with significant opportunities to grow and take on new responsibilities.

Qualifications

• Requires 10+ years' estate or wealth planning experience.
• Transition from law or accounting to wealth management is acceptable.

Responsibilities

• Counsel UHNW clients on comprehensive wealth planning.
• Manage client engagements to develop complex wealth planning solutions.
• Report to the Chief Wealth Strategist.
• Emphasize high-touch client service, not a sales culture.
• Opportunity to take on new responsibilities and advance within the organization.

Skills

Estate planning

UHNW client service

Education

JD in Estate Planning

CPA with private client experience

Job description

Multi-Family Office seeks Wealth Strategist to counsel clients ($25MM–$100MM+ client range) regarding comprehensive wealth planning

• Opportunity for an Estate Planning Attorney from a well-established law firm or a CPA with private client experience coming from public accounting to train and transition into a wealth management career with a wealth management firm. Also open to someone already working at a wealth management firm.
• Learn all aspects of wealth planning for UHNW clients
• Reports to the Chief Wealth Strategist
• Manage client engagements with the goal of developing complex wealth planning solutions and strategies
• Emphasis on high-touch client service, not a sales culture
• Extensive opportunity to take on new responsibilities and advance within the organization
• Requires 10+ years' estate, or wealth planning experience