Wealth Planning Associate — Family Office (Hybrid)
ECG Resources, Inc.
A leading financial services firm in Chicago is seeking a Financial Planner to join its Wealth Advisory team. This full-time, non-sales position offers a hybrid work schedule and focuses on sophisticated planning, investments, and trusts. Candidates should have 3+ years' experience in wealth management or related fields, with strong analytical and interpersonal skills. The role involves coordinating tax planning, preparing charitable gifts, and supporting wealth planning services for a distinguished family. Training is provided for Tax Seniors transitioning into this role. #J-18808-Ljbffr ECG Resources, Inc.
Vacancy posted 4 days ago
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