ECG Resources, Inc.
Senior Wealth Strategist
ECG Resources, Inc., Memphis, Tennessee, us, 37544
Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. No tax compliance/billable hours/sales!Opportunity for tax professional to
train and transition to a wealth management career
with well-established firmLearn all aspects of wealth planning for UHNW clientsReports to the Chief Wealth Strategist (JD/CPA)Manage client engagements with the goal of developing complex wealth planning solutions and strategiesEmphasis on
high-touch client serviceExtensive opportunity to take on new responsibilities and advance within the organizationNo tax compliance, no selling, no busy seasons; Excellent work/life balanceRequires 8+ years' tax, estate, or financial planning experience; CPA, or CFP a plus~Relocation Assistance Available~
train and transition to a wealth management career
with well-established firmLearn all aspects of wealth planning for UHNW clientsReports to the Chief Wealth Strategist (JD/CPA)Manage client engagements with the goal of developing complex wealth planning solutions and strategiesEmphasis on
high-touch client serviceExtensive opportunity to take on new responsibilities and advance within the organizationNo tax compliance, no selling, no busy seasons; Excellent work/life balanceRequires 8+ years' tax, estate, or financial planning experience; CPA, or CFP a plus~Relocation Assistance Available~