ECG Resources
Relationship ManagerWealth Planner
ECG Resources, Detroit, Michigan, United States, 48228
Established Single-Family Office seeks Relationship Manager/Wealth Planner to service UHNW clients by providing a full suite of wealth management services.
Responsibilities:
Serve as the primary contact for select family members and the internal team, providing expertise in the following areas: tax, estate planning, trust management, insurance, cash management, mortgages, new business structures, and investment matters.Act as a subject matter expert on all technical issues.Focus on providing excellent client service, with no new business development required.Position offers excellent work/life balance and a strong career track within the firm.Qualifications:
JD, CFP, CPWA, CIMA, and/or CPA is a plus.Minimum of 10 years experience working with HNW & UHNW individuals.Relocation Assistance Available.
#J-18808-Ljbffr
Responsibilities:
Serve as the primary contact for select family members and the internal team, providing expertise in the following areas: tax, estate planning, trust management, insurance, cash management, mortgages, new business structures, and investment matters.Act as a subject matter expert on all technical issues.Focus on providing excellent client service, with no new business development required.Position offers excellent work/life balance and a strong career track within the firm.Qualifications:
JD, CFP, CPWA, CIMA, and/or CPA is a plus.Minimum of 10 years experience working with HNW & UHNW individuals.Relocation Assistance Available.
#J-18808-Ljbffr