Uncategorized
Why LinkedIn Matters
LinkedIn isn’t just a platform for job seekers; it’s a powerful tool for professionals across all industries to build their brand and connect with their
September 9, 2024
Wealth Management Executive Search
Financial Planning Recruitment
The past two decades have been fraught with rapid change, unstable markets, and global economic uncertainty. In times like these, hiring and retaining Financial Planning leaders who have a deep, extensive understanding of the markets is key to an organization’s growth. You need leaders who can thrive despite the unpredictability.
At ECG Resources, our experts have access to a vast national network of Financial Planning professionals who serve as subject matter experts in all areas of wealth planning. These professionals have a stellar track record of advising clients with regards to sophisticated wealth planning strategies including: estate planning, tax planning, business succession planning, philanthropic planning, retirement planning, asset protection, and cash flow analysis. Allow us to give you the resources you need to thrive despite the unpredictability.
Recently Placed Financial
Planning Positions
Managing Director
New York,NY
Multi-Family Office
Managing Director
New York,NY
Multi-Family Office
Financial Planner
New York,NY
WM Firm
Sample Job Descriptions
Wealth Planning Advisor
“In my dealings with ECG Resources I found every person I dealt with to be extremely professional from the person who answered the phone to the President of the company. I explained the type of professional that we needed and they were able to provide us with good, qualified and accomplished candidates. Our search for the right person didn’t take long because we were able to draw from the select candidates they sent us.”
“I have been speaking with Dave Glaser and the team at ECG Resources for over five years. We talked a few times a year. I shared updates on my career path and the team talked about the industry and openings they see. Dave introduced me to my current employer and provided lots of coaching to make sure I put my best foot forward. Working with ECG was a great experience and I’ve recommended Dave to a number of friends looking for guidance in the planning industry.”
“ECG Resources, Inc. has provided talented wealth management professionals to us for several years.Their honest and direct style, combined with their ability to find top talent, have earned them the status of “trusted advisor.” I appreciate their understanding of both the wealth management industry and our unique company culture.I look forward to continued success in our partnership with ECG.”
Previous
Next
Financial Planning Testimonials
“In my dealings with ECG Resources I found every person I dealt with to be extremely professional from the person who answered the phone to the President of the company. I explained the type of professional that we needed and they were able to provide us with good, qualified and accomplished candidates. Our search for the right person didn’t take long because we were able to draw from the select candidates they sent us.”
Partner
Boutique Financial Planning Firm, NYC
“I have been speaking with Dave Glaser and the team at ECG Resources for over five years. We talked a few times a year. I shared updates on my career path and the team talked about the industry and openings they see. Dave introduced me to my current employer and provided lots of coaching to make sure I put my best foot forward. Working with ECG was a great experience and I’ve recommended Dave to a number of friends looking for guidance in the planning industry.”
Matthew
Financial Planner, Boutique Wealth Management Firm
“ECG Resources, Inc. has provided talented wealth management professionals to us for several years.Their honest and direct style, combined with their ability to find top talent, have earned them the status of “trusted advisor.” I appreciate their understanding of both the wealth management industry and our unique company culture.I look forward to continued success in our partnership with ECG.”
Managing Director
Wealth Strategies Group, Global Investment Bank
Recent Blog Posts
Candidate Insights
How to Handle Employment Gaps in Your Resume
Employment gaps on a resume may seem daunting, but they don’t have to stand in the way of your next opportunity. With the right perspective,
August 29, 2024
