ESTATE PLANNING PROFESSIONAL
Plano, TX • Tampa, FL • Camas, WA
The Opportunity:
As an Estate Planning Professional, your role is crucial in helping our clients better understand their existing
estate plan and identify next steps in fulfilling their planning goals. While you will not provide legal advice,
you will work directly with our existing clients to educate them about estate planning concepts and strategies
after evaluating their documents and assets. You will identify any gaps or risks that would prevent clients
from achieving their goals and provide valuable insight about the available estate planning options and
relevant considerations that clients face. At the end of the day you will make a difference in our clients’ lives.
You will report to the Estate Planning Team Leader.
The Day-to-Day:
relevant estate planning information
Agreements, etc.) to identify and communicate opportunities that would better help our clients achieve
their goals
partners
Your Qualifications:
Location & Compensation:
hormonal health assistance, and back-up child, adult, and elder care
participate in our hybrid work from home program. This program is subject to change
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.
