ECG Resources, Inc.

Advisor

ECG Resources, Inc.  •  Chicago, IL (Hybrid)  •  9 hours ago
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Job Description

Wealth Advisor – Single Family Office

Location: Chicago, IL | Hybrid (3 Days In-Office / 2 Remote)

Position Overview

ECG Resources is conducting a search for a Wealth Advisor to join a prestigious, well-established Single Family Office in downtown Chicago.

This is an excellent opportunity to work in a collaborative, sophisticated environment providing comprehensive wealth advisory, financial planning, and trust-related services to multiple generations of a prominent family.

The Wealth Advisor will work closely with the Wealth Advisory team and report to the Wealth Advisory Team Leader.

Key Responsibilities

  • Develop and maintain strong relationships with family clients and professional advisors.
  • Assist with comprehensive financial, tax, estate, and wealth transfer planning.
  • Coordinate tax planning and compliance activities with outside professionals.
  • Review trust and business entity agreements and assist with planning strategies.
  • Collaborate with investment managers, attorneys, accountants, and other advisors.
  • Coordinate client transactions, account administration, and charitable gifting.
  • Participate in client meetings and provide ongoing advisory support.

Qualifications

  • Bachelor's degree required, preferably in business, finance, or a related discipline.
  • Minimum of 3 years of relevant financial advisory experience.
  • Experience in wealth management, financial services, or a family office environment.
  • Proficiency in Excel, financial planning software such as eMoney, and CRM systems.
  • Strong interpersonal, analytical, and organizational skills.
  • High level of professionalism, discretion, and client service.

Compensation & Benefits

Competitive compensation based on experience, along with a comprehensive benefits package including medical, dental, disability and life insurance, 401(k), and parental leave.

ECG Resources, Inc.

About ECG Resources, Inc.

ECG Resources is an executive search firm focused on placing high caliber candidates in strategic roles within the Wealth Management arena throughout the United States. Our industry expertise and commitment to client success has earned us the privilege of long-term relationships spanning small boutique firms to some of the world's largest corporations.

Stability. Expertise. Focus. That’s what has driven our executive search success in the Wealth Management industry for more than 30 years, and it’s what fuels our continued commitment to our clients today.

Teamwork is at the heart of our philosophy, and it is what empowers us to consistently deliver what’s best for our client corporations and candidates. It is integrated into every aspect of our business, from the way in which we share resources to our compensation model which is focused on overall company success vs. individual production. This approach has created a culture that enables our team members to pool our talents together as we place the most qualified candidates into each role.

We are deliberate about hiring only individuals who will embrace this philosophy of cooperation rather than competition. We then carefully nurture and encourage each person to reach their full potential. This ensures candidates find ideal Wealth Management opportunities in which they will advance their careers while clients gain a passionate, dedicated team focused on finding the professionals that will contribute to the organization’s success.

Remaining true to this philosophy has served us and our clients well. We have grown steadily over the years, and have extended our reach to best serve our Wealth Management clients in locations throughout the United States. ECG Resources continues to expand in market share; adding to our staff to meet the needs of a growing number of clients.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
New York, New York
Year Founded
1981
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