Join a collaborative wealth management firm where you can make a meaningful impact on clients and your career. As a Financial Advisor (FA), you’ll partner closely with Senior Financial Advisors to deepen client relationships, support business growth, and deliver high-quality service to an affluent client base. This role is ideal for a licensed professional eager to grow through mentorship in a dynamic practice.
Key Responsibilities
Support Senior Financial Advisors in managing and growing an established practice
Build and maintain strong client relationships through proactive, client-focused service
Assist with business development and prospect identification
Collaborate on creating and updating financial plans aligned with client goals
Maintain accurate client records in the firm’s CRM system
Support client and prospect events as needed
Partner effectively with internal teams across the firm
Qualifications
Active Series 66 or Series 63/65 license (or ability to obtain)
3+ years of financial services experience preferred
Strong communication, organization, and relationship-building skills
Ability to manage multiple priorities in a fast-paced environment
Experience working collaboratively with advisors and internal partners
Familiarity with CRM tools
Compensation & Benefits
Competitive compensation and benefits, including 401(k) with match, employee stock purchase plan, paid time off, parental leave, and comprehensive health insurance.
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.
