ECG Resources, Inc.

Senior Financial Advisor

ECG Resources, Inc.  •  Morristown, NJ (Onsite)  •  11 hours ago
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Job Description

UHNW Wealth Management Firm in Northern New Jersey seeks a highly experienced Senior Financial Advisor with a minimum of 10 years in the financial services industry, particularly in private banking. The ideal candidate will have a deep understanding of investment management and trust services, with the ability to manage client assets ranging from $1 million to $10 million.

Key Responsibilities:

  • Develop and maintain strong relationships with clients, providing personalized financial advice and solutions tailored to their individual needs.
  • Offer comprehensive investment management services, including portfolio analysis, risk assessment, and strategic asset allocation.
  • Provide trust and estate planning services, guiding clients through the complexities of wealth transfer and tax optimization.
  • Maintain a thorough understanding of market trends and investment products to deliver informed advice without pushing specific products.
  • Collaborate with internal teams and external partners to ensure a holistic approach to client financial planning.
  • Stay compliant with regulatory requirements and adhere to industry best practices.

Qualifications:

  • Minimum of 10 years of experience in financial advisory or private banking.
  • Proven track record of managing client relationships and delivering exceptional client service.
  • Strong knowledge of investment management, trust services, and estate planning.
  • Excellent communication and interpersonal skills, with the ability to convey complex financial concepts in an understandable manner.
  • Relevant certifications (e.g., CFP, CFA, or equivalent) are preferred.

If you are a seasoned financial advisor looking for an opportunity to grow your practice in a supportive environment, we encourage you to apply.

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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