Leveraging Technology for Streamlined Hiring Processes
Hiring processes have undergone significant changes over the years, thanks to advancements in technology. The use of technology in recruitment has revolutionized the way organizations
Wealth Management Executive Search
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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.
Hiring processes have undergone significant changes over the years, thanks to advancements in technology. The use of technology in recruitment has revolutionized the way organizations
Executives depend on the quality of their people to achieve their corporate and personal career goals. It is an old adage – and a true
-Manage select book of UHNW client relationships (50mm+ client range), developing complex wealth planning solutions and strategies
-Serve as subject matter expert in wealth planning matters, supporting Senior Relationship Managers in servicing their top clients
-Liaise with external counsel and advisors to best serve the clients’ needs
-Emphasis on high-touch client service
-Prepare and participate in prospect meetings, assist in closing business
-Mentor and develop junior wealth strategists
-Career path towards Chief Wealth Strategist, as the person currently in that position is being targeted for senior level management promotion
-Requires 12+ years tax, estate, or financial planning experience in the UHNW space; CPA, JD or CFP a plus
-Equity opportunity available