Multi-Family Office Senior Wealth Strategist

Ecg Resources - Memphis, TN

Full-time - Mid Level

Memphis, TN

Administrative and Support Services

About the position

The Multi-Family Office is seeking a candidate with experience in ultra-high-net-worth (UHNW) tax to provide counsel on comprehensive wealth planning for clients with a minimum of $25 million in assets. This role focuses on developing complex wealth planning solutions without the pressures of tax compliance, billable hours, or sales, offering a unique opportunity for tax professionals to transition into wealth management within a well-established firm. The position emphasizes high-touch client service and provides extensive opportunities for professional growth and advancement within the organization, all while maintaining an excellent work/life balance.

Responsibilities

• Counsel clients on comprehensive wealth planning strategies for UHNW individuals.
• Manage client engagements to develop complex wealth planning solutions.
• Provide high-touch client service to ensure client satisfaction and retention.
• Collaborate with the Chief Wealth Strategist to learn all aspects of wealth planning.
• Take on new responsibilities and advance within the organization.

Requirements

• 8+ years of experience in tax, estate, or financial planning.
• CPA or CFP designation is a plus.

Nice-to-haves

• Experience with ultra-high-net-worth clients.
• Strong communication and interpersonal skills.

Benefits

• Relocation assistance available.