ECG Resources, Inc.

Associate Wealth Advisor 2

ECG Resources, Inc.  •  Boston, MA (Onsite)  •  1 month ago
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Job Description

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 opportunities and contribute to internal best practices
  • Develop mastery of the firm’s investment philosophy
  • Create holistic investment strategies tailored to each client
  • Monitor and evaluate client risk tolerance over time
  • Lead development and presentation of financial planning recommendations

Portfolio & Investment Support

  • Develop foundational understanding of trading fundamentals
  • Partner with the Portfolio Management team to review and execute portfolios
  • Support trade recommendations, rebalancing, and tax-loss harvesting
  • Collaborate on investment implementation and oversight

Client Relationship Management

  • Serve as day-to-day contact for client needs
  • Independently lead client communications and meetings
  • Lead a select number of client relationships
  • Diligently document client interactions in the CRM system
  • Complete billing reviews and ensure advisory compliance standards
  • Meet with clients in person as required (some travel may be necessary)

Technology & Operations

  • Master the firm’s technology stack, including CRM systems and custodian platforms
  • Ensure accurate and timely execution of operational processes
  • Collaborate with other Associate Wealth Advisors and advisory team members

Business Development & Firm Growth

  • Participate in advisory team business planning initiatives
  • Support firm strategic priorities
  • Contribute to business development efforts within a team environment

Qualifications

  • Bachelor’s Degree required
  • Series 65 (or equivalent) obtained within 120 days of employment
  • 4+ years of financial services experience
  • CFP® preferred (or equivalent designation such as ChFC® or CPA/PFS)
  • Proven experience in financial analysis, modeling, and strategic planning
  • Strong knowledge of investment strategies, risk management, tax planning, and estate planning
  • Proficiency in financial planning software and CRM systems
  • Excellent analytical skills and attention to detail
  • Strong interpersonal skills with ability to explain complex financial concepts clearly
  • Team-oriented mindset
  • Clean U4 record
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
Website
ecgresources.com
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