Relocation Available: UHNW Wealth Planning & Family Office Advisor

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

Benefits offered by this job

Relocation assistance available

Job summary

ECG Resources, Inc. is seeking a Relationship Manager to counsel UHNW clients on sophisticated trust, estate, and wealth planning strategies, along with family office services.

Candidates should hold a JD or CPA and bring 15+ years of tax, estate or wealth planning experience; relocation assistance is available. The role emphasizes high-touch client service and close collaboration with a select group of families.

Qualifications

• JD or CPA required with 15+ years of tax, estate or wealth planning experience.
• Experience counseling UHNW families and coordinating across wealth planning services.
• Strong client service orientation and ability to work with high-net-worth clients.

Responsibilities

• Work with a select group of UHNW families across wealth planning and family office services.
• Provide high-touch, proactive counsel on complex wealth strategies.
• Collaborate with internal professionals to deliver comprehensive client service.

Skills

UHNW Wealth Planning

Relationship Management

High-Touch Service

Estate & Tax Knowledge

Education

JD or CPA

Job description

ECG Resources, Inc. is seeking a Relationship Manager to counsel UHNW clients on sophisticated trust, estate, and wealth planning strategies, along with family office services.

Candidates should hold a JD or CPA and bring 15+ years of tax, estate or wealth planning experience; relocation assistance is available. The role emphasizes high-touch client service and close collaboration with a select group of families.