Senior UHNW 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

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.