ECG Resources
Overview
Established Single-Family Office seeks a Wealth Planning Associate to service their UHNW clients by providing full suite of wealth management services. Responsibilities
The firm is looking to hire a wealth planning professional to train in all facets of wealth management Work closely with senior advisors to provide wealth management advice including tax, estate planning, trust management, insurance, cash management, mortgages, new business structures, and investment matters Ability to learn UHNW wealth planning strategies for multi-billion dollar family members, in addition to working in a multi-generation environment with exposure to all levels of clients Focus is on providing excellent client service; No new business requirements Position offers excellent work/life balance, and a strong career track within the firm Requires 2+ years' financial planning and/or high-net-worth tax experience; CFP or pursuing, a plus Qualifications
2+ years' financial planning and/or high-net-worth tax experience CFP or pursuing, a plus ~Hybrid Work Opportunity~
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Established Single-Family Office seeks a Wealth Planning Associate to service their UHNW clients by providing full suite of wealth management services. Responsibilities
The firm is looking to hire a wealth planning professional to train in all facets of wealth management Work closely with senior advisors to provide wealth management advice including tax, estate planning, trust management, insurance, cash management, mortgages, new business structures, and investment matters Ability to learn UHNW wealth planning strategies for multi-billion dollar family members, in addition to working in a multi-generation environment with exposure to all levels of clients Focus is on providing excellent client service; No new business requirements Position offers excellent work/life balance, and a strong career track within the firm Requires 2+ years' financial planning and/or high-net-worth tax experience; CFP or pursuing, a plus Qualifications
2+ years' financial planning and/or high-net-worth tax experience CFP or pursuing, a plus ~Hybrid Work Opportunity~
#J-18808-Ljbffr