ECG Resources Jobs in United States

Our firm offers a unique opportunity to counsel UHNW clients on sophisticated trust, estate, and wealth planning strategies. · Counsel high-net-worth families across all areas of wealth planning. · Prioritize exceptional client service while managing complex financial lives. · ...

Wealth Strategist Multi-Family Office in Memphis TN seeks candidate with a law firm background to counsel clients regarding comprehensive wealth planning Opportunity for an attorney to train and transition to a wealth management career with well-established firm No sales billable ...

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) families and family offices nationwide. · This senior role requires advising UHNW clie ...

Established growing St. Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country providing expert advice and support in their estate planning needs. · ...

Wealth Analyst · About this role: · Provide analytical and spreadsheet support across various planning areas. · Assist with data analysis, financial modeling, research projects. · , Duties: · , Aiding senior team members ongoing projects strategic initiatives. · Supporting intern ...

Established, growing St. Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs. · Key Responsibilities and Qualifications · Extensive client contact focused on customize ...

A reputable financial services firm in St. Louis is seeking an experienced Estate Planning Attorney to engage directly with ultra-high net worth clients across the country. This role involves providing expert advice, mentoring internal advisors, and contributing to training sessi ...

The Senior Wealth Advisor at this multi-generational private family office plays a key role in guiding sophisticated clients through complex financial, investment, and estate planning strategies. · ...

+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 communicationsSupport advisors in all aspects of client servic ...

Wealth planning associate sought by a financial advisory firm in North Carolina. The ideal candidate will be analytical, detail-oriented and comfortable working with Excel and PowerPoint. · The role involves providing analytical support across various planning areas, assisting wi ...

Financial Advisor · The Financial Advisor will work collaboratively with Senior Financial Advisors to deepen client relationships and support business growth. · Support senior advisors in managing established practices · Maintain accurate records using CRM tools · ...

The Tax Advisors are responsible for providing compliance services and sophisticated tax planning for diverse and complex UHNW clients. · ...

The Senior Wealth Advisor role involves guiding sophisticated clients through complex financial strategies. · Key responsibilities include building client relationships, leading meetings and presentations, mentoring junior advisors, analyzing trusts and estate planning scenarios, ...

Job summaryA top law firm in Florida is seeking a senior associate attorney to join their private client services group. · Draft wills, trusts and estate planning documents. · Advise clients on estate planning strategies and objectives. · ...

A full-service private family office supporting multiple generations of a founding family across alternative investments, trust administration and integrated wealth management The office serves several family households with complex investment partnerships trusts and foundations ...

OVERVIEW OF THE COMPANY · This firm is a full-service private family office. We provide alternative investment management, trust · services and integrated wealth management services to four generations of one of our founding families. · The office serves a broad range of family h ...

We are currently recruiting for two different Multi-Family Offices seeking Relationship Managers with UHNW planning backgrounds to counsel clients. · We require a first point of contact with clients and extensive opportunity to take on new responsibilities and advance within the ...

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. · ...

A privately held family office seeks a Senior Client Representative to deliver personalized financial services. The ideal candidate has strong organizational and relationship management skills. · ...

A private family office in Chicago is seeking a Senior Trust Administrator to support family trusts and ensure compliance with fiduciary standards and internal policies. The role involves leading client relationships, reviewing distribution requests, onboarding new trusts, and co ...