ECG Resources

A long-established private family office in downtown Chicago is seeking an experienced Wealth Advisor to join its collaborative and professional team. The firm provides comprehensive wealth management trust administration and financial planning services to multiple generations of an u

A long-established private family office in downtown Chicago is seeking an experienced Wealth Advisor to join its collaborative and professional team. The firm provides comprehensive wealth management trust administration and financial planning services to multiple generations of an u

Senior Wealth Advisor Chicago (Hybrid)The Senior Wealth Advisor at this multi-generational private family office plays a key role in guiding sophisticated clients through complex financial investment and estate planning strategies. This position involves managing high-net-worth relat

Senior Wealth Advisor Chicago (Hybrid)The Senior Wealth Advisor at this multi-generational private family office plays a key role in guiding sophisticated clients through complex financial investment and estate planning strategies. This position involves managing high-net-worth relat

A privately held multi-generational family office is seeking a Senior Client Representative to join its Family Services team. Reporting to the Head of Family Services this individual will deliver a broad range of personalized financial administrative and lifestyle management services

A privately held multi-generational family office is seeking a Senior Client Representative to join its Family Services team. Reporting to the Head of Family Services this individual will deliver a broad range of personalized financial administrative and lifestyle management services

A well-established financial planning and advisory firm based in North Carolina is seeking a Wealth Planning Associate to join its collaborative team. This individual will play a key supporting role across all areas of planning and analysis working closely with senior professionals th

A well-established financial planning and advisory firm based in North Carolina is seeking a Wealth Planning Associate to join its collaborative team. This individual will play a key supporting role across all areas of planning and analysis working closely with senior professionals th

Senior Compliance Associate/Manager New York New York United States (On-site)Our client a top-tier UHNW-focused RIA and multi-family office based in New York City is seeking a Senior Compliance Associate/Manager to join its growing team. The role reports directly to the Chief Complian

Senior Compliance Associate/Manager New York New York United States (On-site)Our client a top-tier UHNW-focused RIA and multi-family office based in New York City is seeking a Senior Compliance Associate/Manager to join its growing team. The role reports directly to the Chief Complian

Ultra High Net Worth Tax Professionals -All levelsTax Advisors Ultra High Net Worth Clients Multi Family OfficePhoenix Arizona United States (On-site)The Tax Advisors are responsible for providing compliance services and sophisticated tax planning for diverse and complex UHNW client

Ultra High Net Worth Tax Professionals -All levelsTax Advisors Ultra High Net Worth Clients Multi Family OfficePhoenix Arizona United States (On-site)The Tax Advisors are responsible for providing compliance services and sophisticated tax planning for diverse and complex UHNW client

Close Knit Multi-Family Office seeks a Private Client Associate to service their UHNW clients by providing full suite of family office services.Act as the daily point of contact for receiving/responding to client communicationsSupport advisors in all aspects of client serviceDirect cl

Close Knit Multi-Family Office seeks a Private Client Associate to service their UHNW clients by providing full suite of family office services.Act as the daily point of contact for receiving/responding to client communicationsSupport advisors in all aspects of client serviceDirect cl

Head of Business DevelopmentAlaskaTrust company is seeking a visionary leader to spearhead its growth and expansion as the Head of Business Development. This pivotal role involves crafting and executing strategic business plans acquiring and nurturing high-value clients and driving m

Head of Business DevelopmentAlaskaTrust company is seeking a visionary leader to spearhead its growth and expansion as the Head of Business Development. This pivotal role involves crafting and executing strategic business plans acquiring and nurturing high-value clients and driving m

Diane Compardo this would be for the Compardo Group/ Family Office UHNW clients - highest client level groupEstablished growing St. Louis RIA seeks Estate Planning Attorney toengage directly with UHNW clients across the country providing expert advice and support in their estate plann

Diane Compardo this would be for the Compardo Group/ Family Office UHNW clients - highest client level groupEstablished growing St. Louis RIA seeks Estate Planning Attorney toengage directly with UHNW clients across the country providing expert advice and support in their estate plann

Boutique firm servicing HNW clients in the entertainment industry seeks Tax Director to manage the tax department. Position is based in Los Angeles.Manage and develop the tax department servicing HNW clientsPartner with firm management to advise clients in tax related matters Provide

Boutique firm servicing HNW clients in the entertainment industry seeks Tax Director to manage the tax department. Position is based in Los Angeles.Manage and develop the tax department servicing HNW clientsPartner with firm management to advise clients in tax related matters Provide

Due to expansion premier Wealth Management Firm seeks Business Development Officer to attract new HNW relationships to the firm. Build and utilize a personal referral network of attorneys accountants bankers etc. to discover and onboard prospectsPartner with Relationship Managers and

Due to expansion premier Wealth Management Firm seeks Business Development Officer to attract new HNW relationships to the firm. Build and utilize a personal referral network of attorneys accountants bankers etc. to discover and onboard prospectsPartner with Relationship Managers and

Due to exponential growth boutique Wealth Management Firm in Palm Beach County seeks tax professionals at various levels to service their HNW clients. Firm pays 20% more than market.1) Tax Associate >> 3 yrs expSupport preparation of HNW tax returns as well as tax compliance and plann

Due to exponential growth boutique Wealth Management Firm in Palm Beach County seeks tax professionals at various levels to service their HNW clients. Firm pays 20% more than market.1) Tax Associate >> 3 yrs expSupport preparation of HNW tax returns as well as tax compliance and plann

Prestigious Single-Family Office in Detroit MI Seeks Wealth AssociateJoin the advisory team at a prestigious single-family office in Detroit providing strategic guidance on multi-generational wealth planning. Collaborate with ultra-high-net-worth family members in a non-sales advisory

Prestigious Single-Family Office in Detroit MI Seeks Wealth AssociateJoin the advisory team at a prestigious single-family office in Detroit providing strategic guidance on multi-generational wealth planning. Collaborate with ultra-high-net-worth family members in a non-sales advisory

Established and growing UHNW Trust Company based in Nevada is continuing to expand their Trust team and seeks to hire a Trust Officer to work with team members and clients on the administration and management of UHNW trust accounts (500mm).Responsible for sophisticated trust administr

Established and growing UHNW Trust Company based in Nevada is continuing to expand their Trust team and seeks to hire a Trust Officer to work with team members and clients on the administration and management of UHNW trust accounts (500mm).Responsible for sophisticated trust administr

Established Single-Family Office seeks a Wealth Planning Associate to service their UHNW clients by providing full suite of wealth management services.The firm is looking to hire a wealth planning professional to train in all facets of wealth managementWork closely with senior advisor

Established Single-Family Office seeks a Wealth Planning Associate to service their UHNW clients by providing full suite of wealth management services.The firm is looking to hire a wealth planning professional to train in all facets of wealth managementWork closely with senior advisor

Small Dynamic Multi-Family Office seeks a Senior Wealth Advisor to pursue and acquire Investment Management clientsKey Responsibilities:Business Development (75%): Identify and pursue prospective clients through targeted outreach networking and marketing initiatives to drive firm grow

Small Dynamic Multi-Family Office seeks a Senior Wealth Advisor to pursue and acquire Investment Management clientsKey Responsibilities:Business Development (75%): Identify and pursue prospective clients through targeted outreach networking and marketing initiatives to drive firm grow

Exciting Million Dollar Opportunity: SVP/Private Wealth Advisor at a Multi-Trillion Dollar Investment Firm!Join an elite Private Client team in Los Angeles as an SVP/Private Wealth Advisor where youll serve as the main point of contact for ultra-high-net-worth clients delivering a com

Exciting Million Dollar Opportunity: SVP/Private Wealth Advisor at a Multi-Trillion Dollar Investment Firm!Join an elite Private Client team in Los Angeles as an SVP/Private Wealth Advisor where youll serve as the main point of contact for ultra-high-net-worth clients delivering a com

Established and expanding UHNW Trust Company based in Nevada seeks Trust Administration ManagerLead the Trust Administration team - ensure seamless daily operations and high-level performanceManage UHNW client portfolios verify trust distributions assess tax implications and meet all

Established and expanding UHNW Trust Company based in Nevada seeks Trust Administration ManagerLead the Trust Administration team - ensure seamless daily operations and high-level performanceManage UHNW client portfolios verify trust distributions assess tax implications and meet all

Multi Family Office seeks Director of Tax to lead and develop large tax department in all matters related to tax planning and compliance.Lead Tax team to provide the highest level of service to UHNW clients Serve as the tax subject-matter expert presenting sophisticated tax planning s

Multi Family Office seeks Director of Tax to lead and develop large tax department in all matters related to tax planning and compliance.Lead Tax team to provide the highest level of service to UHNW clients Serve as the tax subject-matter expert presenting sophisticated tax planning s

Privately Held Multi-Trillion Dollar Investment Firm seeks a SVP/Private Wealth Advisor in San Francisco to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addition to wealth management ser

Privately Held Multi-Trillion Dollar Investment Firm seeks a SVP/Private Wealth Advisor in San Francisco to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addition to wealth management ser