ECG Resources Jobs in United States

A privately held, multi-generational family office is seeking a Senior Client Representative to join its Family Services team. Reporting to the Head of Family Services, this individual will deliver a broad range of personalized financial, administrative, and lifestyle management ...

Overview · Join a collaborative wealth management firm where you can make a meaningful impact on clients and your career. As a Financial Advisor (FA), you'll partner closely with Senior Financial Advisors to deepen client relationships, support business growth, and deliver high-q ...

SENIOR ASSOCIATE WEALTH ADVISOR · Position Summary · This firm is seeking a Senior Associate Wealth Advisor to join our team The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning-centric team dedicated to creating personalized wealth advice b ...

UHNW Wealth Management Firm in Northern New Jersey seeks a highly experienced Senior Financial Advisor with a minimum of 10 years in the financial services industry, particularly in private banking. The ideal candidate will have a deep understanding of investment management and t ...

Top Law Firm in Florida seeks a Senior Associate Attorney to join their private Client Service Group. Engage directly with UHNW clients. Benefit from a collaborative atmosphere, and the opportunity to work closely with partners on complex estate planning matters, including intern ...

Opportunity for RIAs: Join a HNW Regional Bank · An established HNW Regional Bank based in the New York area is actively seeking to acquire Registered Investment Advisors (RIAs) with assets under management of $1 billion or more. We are particularly interested in firms that have ...

Senior Trust Administrator | Single Family Office · Senior Trust Administrator | Single Family Office (Hybrid)A full-service private family office supporting multiple generations of a founding family across alternative investments, trust administration, and integrated wealth mana ...

A Multi-Family Office is seeking a Client Service Associate in Chicago to service ultra-high net worth clients by providing comprehensive family office services. Responsibilities include acting as the primary point of contact for client communications, managing custody accounts, ...

A well-established financial planning and advisory firm based in North Carolina, is seeking a Wealth Planning Associate to join its collaborative team. This individual will play a key supporting role across all areas of planning and analysis, working closely with senior professio ...

Senior Estate Planning – UHNW Families – Senior Associate / Partner level candidates · This firm is seeking a highly experienced estate planning professional to design and deliver advanced wealth transfer, estate, and business succession strategies for ultra-high-net-worth (UHNW ...

Associate Wealth Advisor · Position Summary · Our firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each client's unique goals and aspirations. · This role offers the opportunity to partne ...

ASSOCIATE WEALTH ADVISOR · Primary Responsibilities · Financial Planning & Strategy · Develop, revise, and present comprehensive financial plans using planning software · Create and deliver advanced tax, estate, and insurance planning strategies · Identify advanced planning oppor ...

Ultra High Net Worth Tax Professionals -All levels · Tax Advisors – Ultra High Net Worth Clients – Multi Family Office · Phoenix, Arizona, United States (On-site) · The Tax Advisors are responsible for providing compliance services and sophisticated tax planning for diverse and c ...

WEALTH ASSOCIATE · Position Summary · This firm is seeking a Wealth Associate to support the Wealth Advisor in delivering comprehensive wealth management services to high-net-worth individuals, families, and their related trusts and entities. · The Wealth Associate plays a critic ...

SVP/Senior Wealth Planner · Summary · Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our clients' f ...

We are seeking a skilled Client Service Associate to join our team at ECG Resources in Chicago, US. This role is ideal for individuals with 2+ years of experience in client service or public accounting. · The successful candidate will act as the daily point of contact for receivi ...

Close Knit Multi-Family Office seeks a Private Client Associate to service their UHNW clients by providing full suite of family office services. · Act as the daily point of contact for receiving/responding to client communications · Support advisors in all aspects of client servi ...

We are currently recruiting for 2 different Multi-Family Offices seeking Relationship Managers with UHNW planning backgrounds to counsel clients (25mm - BB+ client range) · Manage client engagements with the goal of developing complex wealth planning solutions and strategies · Em ...

Senior Wealth Advisor - Remote Opportunity · As a Senior Wealth Advisor for ECG Resources, you will work closely with our senior partner to lead high-touch client relationships and deliver comprehensive wealth management services. · Develop and present integrated wealth managemen ...

Overview · A private, single-family office operating in Michigan delivering a full suite of wealth management, investment advisory, and lifestyle management services to our client families. We partner with best-in-class professionals to educate and offer solutions to serve our cl ...