ECG Resources, Inc.

Multi Family Office - RM / Wealth Strategist

ECG Resources, Inc.  •  Tennessee (Onsite)  •  3 months ago
Apply
Save Job
Mark Applied Mark Interviewed Mark Offered
Hide Job Report Job
AI can make mistakes so check important info. Chat history is never stored.

Job Description

RELATIONSHIP MANAGER / WEALTH STRATEGIST

OVERVIEW OF THE COMPANY

An employee-owned, comprehensive wealth management firm headquartered in the

Southeast, with over $10 billion in client assets under management. The firm serves individuals, multigenerational families, family offices, foundations, endowments, and retirement plans. Our firm provides tailored investment management, financial planning, trust and estate, family office, and institutional advisory services.

LOCATION

This position is based in Tennessee .

THE POSITION

The Relationship Manager / Wealth Strategist is an experienced planning professional who works collaboratively with a team of client service professionals to deliver comprehensive financial planning, wealth management, investment advisory, and trust services to clients. This role requires deep technical expertise, strong client relationship skills, and a commitment to long-term strategic thinking for high-net-worth clients.

KEY RESPONSIBILITIES

  • Provide long-term strategic advice, identify client needs, and develop customized, solution-based

recommendations to help high-net-worth clients achieve their financial goals

  • Lead or actively participate in client and prospect meetings using a team-based approach in

partnership with multiple client service teams

  • Apply advanced knowledge of fiduciary responsibilities and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management, and prudent investment principles
  • Draft, review, and present detailed analyses of individual clients’ financial plans
  • Assist with the preparation of customized reports and client presentations
  • Engage in business development activities and contribute to a positive growth-oriented culture across the firm
  • Manage business risk associated with new and existing client relationships
  • Maintain and update planning tools and documentation for the client service team
  • Contribute to the development and mentorship of junior wealth strategists and other team members
  • Promote the firm’s services and reputation through participation in business, civic, and community functions with clients and centers of influence

EDUCATION

  • Bachelor’s degree in business or a related field required; advanced degree preferred
  • CFP®, CPWA®, JD, CPA, or other advanced designation preferred
  • Seven or more years of experience in financial planning, estate planning, or tax planning
  • Experience working closely with high-net-worth clients and centers of influence consistent with the firm’s target market

SKILLS AND COMPETENCIES

  • Strong technical knowledge in financial planning, trust and estate planning, and investment advisory

services

  • Demonstrated ability to lead client relationships and collaborate within a team-based environment
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
Social Media