UHNW Wealth Strategy Architect
ECG Resources, Inc.
ECG Resources, Inc. seeks a tax/wealth planning expert to counsel UHNW clients (25mm+). This role focuses on comprehensive wealth planning with no tax compliance, no sales, and no busy seasons. Responsibilities include managing engagements, developing complex wealth planning strategies, and delivering high-touch service under the Chief Wealth Strategist (JD/CPA). Relocation assistance is available for the right candidate. #J-18808-Ljbffr
Vacancy posted 3 days ago
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