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June 2020 Wealth Management Opportunities

June 10, 2020 by ECG Resources

For a PDF Version Click the link below

June-2020.Wealth-Management-OpportunitiesDownload

Strategic Financial Planning

Managing Director | 15+ years
Boutique RIA – 5mm-30mm level clientele  
 * New York, NY

Wealth Planner | 5-10 years
National Wealth Management Firm- 10mm-100mm level clientele * Louisville, KY
* Naples, FL  

Vice President/RM | 6+ years
Multi-Family Office – 30mm-1B+ level clientele
* Orange County, CA    

Cross Border Wealth Strategist | Bilingual-10+ years
National Wealth Management Firm – 50mm-100mm level clientele

* Miami, FL    

Director | 8+ years
Boutique RIA – 5mm-30mm level clientele  
* New York, NY    

Financial Planning Associate | 3-7 years
Wealth Management Firm – 10mm-50mm level clientele
* Los Angeles, CA
* San Francisco, CA
* New York, NY  

Trust & Estate

V.P./Trust Officer | 4+ years
Start-up Trust Company – 25mm-1B+ level clientele
* Reno, NV    

Associate Vice President | 6+ years
Multi-Family Office – 30mm-1B+ level clientele
* Orange County, CA    

Compliance Associate | 5+ years
Boutique Trust Company – 10mm-100mm level clientele
* Reno, NV    

Compliance Officer | 8+ years
Multi-Family Office – 25mm-1B+ level clientele
* Reno, NV
* Newport Beach, CA    

Estate Planning Partner | 15+ years
Established Multi-City Law Firm – 10mm-100mm level clientele
*  New York, NY    

Trust Officer – Real Estate Trust| 6+ years
Wealth Management Firm – 5mm-50mm level clientele

* California  

Estate/Wealth Planner | 5+ years
Boutique RIA – 25mm+ level clientele
* North Palm Beach, FL    

Cross Border Wealth Strategist | Bilingual-10+ years
National Wealth Management Firm – 50mm-100mm level clientele
* Miami, FL    

Estate Settlement Manager | 10+ years
Top Tier Wealth Management Firm – 7mm-50mm level clientele

* New York, NY
* Delaware
* Northern CA
* Southern CA  

Relationship Management

Relationship Manager | 6+ years
Multi-Family Office – 30mm-1B+ level clientele
* Orange County, CA  

Senior Relationship Manager | 10+ years
Established RIA- 10mm-100mm+ level clientele
* Seattle, WA    

RM/Wealth Advisor| 5+ years
Investment Management Firm- 5mm-50mm+ level clientele

* Columbus, OH
* Pittsburgh, PA  

Ultra-High Net Worth Tax

International  Tax Manager | 6+ years
Multi-Family Office – 50mm+ level clientele
* New York, NY    

Tax/Wealth Planning Associate | 4+ years
Boutique RIA- 5mm-30mm level clientele
* New York, NY    

Tax Manager | 6+ years
Financial Services Firm – 50mm+ level clientele
* Atlanta, GA    

Tax/Wealth Specialist | 4+ years
Boutique Wealth Management Firm – 10mm-200mm level clientele
* Jupiter/North Palm Beach area, FL    

Managing  Director | 15+ years
Boutique RIA – 50mm+ level clientele
* New York, NY    

Director | 8+ years
Boutique RIA – 5mm-30mm level clientele  
* New York, NY    

Tax/Wealth Associate | 3-7 years
Wealth Management Firm – 10mm-50mm level clientele
* Los Angeles, CA
* San Francisco, CA
* New York, NY  

Investment ManagementWealth Advisor | 4+ years Established RIA – 10mm-100mm level clientele
* Seattle, WA    

Wealth Advisor | 5+ years
Investment Management Firm – 5mm-50mm level clientele
* Columbus, OH
* Pittsburgh, PA    

Portfolio Manager | 8+ years
Multi-Family Office – 30mm-1B+ level clientele  
requires connections in tech space
* San Francisco, CA  

Financial Advisory/Business Development

Business Development Advisor | 5+ years
Top-Tier Wealth  Management Firm-10mm+ level clientele
requires book or team liftout scenario
* Tri State area
* Boston, MA 
* Florida 
* California
* Illinois
* Texas    

Portfolio Manager | 8+ years
Multi-Family Office – 30mm-1B+ level clientele  
requires connections in tech space
* San Francisco, CA    

Wealth Advisor | 5+ years
Investment Management Firm – 5mm-50mm level clientele
* Columbus, OH
* Pittsburgh, PA    

Business Development Advisor | 6+ years
Wealth  Management Firm-10mm+ level clientele
* Los Angeles, CA
* San Francisco, CA
* Newport Beach, CA
* Las Vegas, NV
* Denver/Boulder, CO

Open to opportunities in other locations? Click Hereto select location preferencesUpdate my Preferences

Filed Under: Uncategorized

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ECG Resources, Inc.
148 Doughty Boulevard
Suite 312
Inwood, NY 11096

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For additional information please call 212.812.9800.

About ECG Resources

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.

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