ECG Resources, Inc.

Estate Planning Specialist, Plano TX and Tampa FL

ECG Resources, Inc.  •  Plano, TX (Onsite)  •  10 days ago
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Job Description

Locations: Plano ,Texas | Tampa, Florida

Our firm is seeking an experienced Estate Planning Specialist to join our Financial Planning Team. In this role, you will help high-net-worth clients understand their existing estate plans, identify gaps, and explore strategies to achieve their long-term goals.

This is a client-facing position focused on education and analysis (non-legal advice), working closely with internal partners across financial planning, investments, and tax.

Key Responsibilities

  • Review estate documents (Wills, Trusts, POAs, etc.) to identify risks and opportunities
  • Partner directly with clients to gather and analyze estate planning information
  • Educate clients on estate planning concepts and strategies
  • Collaborate with Financial Planners, Investment Counselors, and Tax Managers
  • Manage ongoing client and internal communications

Qualifications

  • 5+ years in estate/trust planning
  • Experience with complex, high-net-worth estates
  • J.D. required
  • Strong communication skills and ability to build trust quickly

Why Us

  • 100% paid medical, dental, and vision premiums
  • 50% 401(k) match
  • 20 days PTO + 10 holidays
  • Family support benefits, including paid caregiver leave and $10K fertility benefit

Estate Planning Specialist

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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