Senior Wealth Planning Strategist | CFP, 15+ yrs | NYC
ECG Resources, Inc.
ECG Resources, Inc. is seeking a Senior Wealth Strategist in New York to lead wealth planning efforts for high-net-worth clients. This role involves extensive client interaction, delivering in-depth financial analyses, and collaborating with both clients and a team of wealth advisors.
The ideal candidate must have 15+ years of wealth planning experience and CFP certification. This position emphasizes the importance of building strong internal and external partnerships.
#J-18808-LjbffrVacancy posted 3 days ago
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