Wealth Planner

ECG Resources, Inc.; Town of Florida (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

ECG Resources, Inc. in the Boca/Delray area seeks a Wealth Planner (CPA or JD or CFP preferred) to join a succession-driven pathway. You will be trained by a principal planning to retire in 2–4 years and prepared to take over the practice.

The position offers a defined client base, no cold prospecting, and a strong referral pipeline to support growth while you develop into lead advisor and practice leadership over time.

Qualifications

• 3+ years of experience in wealth management, financial planning, tax, law, accounting, or another professional service serving high-net-worth clients.
• Strong interpersonal skills, professionalism, and the ability to build trust with clients over time.
• Eagerness to learn, be mentored, and grow into a lead advisor/practice leadership role.

Responsibilities

• Manage and support client relationships while gradually being introduced as the future lead advisor for the practice.
• Learn the firm’s planning process, client service model, investment approach, and overall advisory standards directly from senior leadership.
• Prepare for and participate in client meetings, annual reviews, planning discussions, and follow-up.
• Work with clients to understand their financial goals, planning needs, current portfolio, and overall financial picture.
• Support new client opportunities through an existing referral pipeline, with no cold prospecting or requirement to build a book from scratch.
• Handle related client service responsibilities, including CRM notes, planning data collection, portfolio review, trade execution, and account administration.

Skills

Interpersonal skills

Client-first mindset

Mentorship mindset

Job description

Wealth Planner (CPA or JD or CFP preferred) | Succession Opportunity | Boca/Delray Area

A growing independent wealth management firm in the Boca/Delray area is seeking a Wealth Planner to be trained into a long-term succession opportunity. This is not a cold business development role or a “build your own book” position. The incoming advisor will be introduced to an established client base, trained by a principal who is planning to retire over the next 2-4 years, and positioned to ultimately take over the practice. The firm also has a strong referral pipeline in place for continued growth. The ideal candidate will bring a client-first mindset, strong interpersonal skills, and a commitment to delivering a high level of service.

Key Responsibilities

• Manage and support client relationships while gradually being introduced as the future lead advisor for the practice.
• Learn the firm’s planning process, client service model, investment approach, and overall advisory standards directly from senior leadership.
• Prepare for and participate in client meetings, annual reviews, planning discussions, and follow-up.
• Work with clients to understand their financial goals, planning needs, current portfolio, and overall financial picture.
• Support new client opportunities through an existing referral pipeline, with no cold prospecting or requirement to build a book from scratch.
• Handle related client service responsibilities, including CRM notes, planning data collection, portfolio review, trade execution, and account administration.

Qualifications and Experience

• 3+ years of experience in wealth management, financial planning, tax, law, accounting, or another professional services background serving high-net-worth clients.
• Strong interpersonal skills, professionalism, and the ability to build trust with clients over time.
• Eagerness to learn, be mentored, and grow into a lead advisor/practice leadership role.