UHNW Wealth Strategy Architect

ECG Resources, Inc.; Memphis (TN); Sur place; USD 180 000 - 280 000; Plein temps

Avantages offerts par ce poste

Relocation assistance

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

UHNW tax experience

Wealth planning

Description du poste

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.