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Multi-Family Office Senior Wealth Strategist

Multi-Family Office Senior Wealth Strategist

ECG Resources, Inc.Memphis, TN, United States
30+ days ago
Job type
  • Full-time
Job description

Multi-Family Office seeks candidate with UHNW tax experience to counsel clients (25mm+ client range) regarding comprehensive wealth planning. No tax compliance / billable hours / sales!

  • Opportunity for tax professional to train and transition to a wealth management career with well-established firm
  • Learn all aspects of wealth planning for UHNW clients
  • Reports to the Chief Wealth Strategist (JD / CPA)
  • Manage client engagements with the goal of developing complex wealth planning solutions and strategies
  • Emphasis on high-touch client service
  • Extensive opportunity to take on new responsibilities and advance within the organization
  • No tax compliance, no selling, no busy seasons; Excellent work / life balance
  • Requires 8+ years' tax, estate, or financial planning experience; CPA, or CFP a plus

Relocation Assistance Available~