ECG Resources, Inc. · 1 week ago
Wealth Planner | Single Family Office
Chicago, IL
Full-time
Hybrid
Senior Level
5+ years expECG Resources, Inc. is seeking a Wealth Planner to support ultra-high-net-worth principals within a multi-generational private family office. The role involves delivering sophisticated tax, estate, trust, and wealth transfer planning while managing advisory relationships and coordinating with internal teams and outside advisors.
ConsultingRecruitingStaffing Agency
Hiring Manager
Avigayil Becker
Responsibilities
Serve as a primary planning partner to family members and related entities
Lead and participate in client meetings, both in person and virtual
Guide and support junior advisors and associates
Review and analyze trusts, estate plans, and complex ownership structures
Develop financial plans, cash flow models, and planning analyses
Coordinate tax planning, compliance, and related advisory work
Oversee and support complex transactions such as gifting, distributions, and capital calls
Work closely with investment managers, banks, attorneys, and tax professionals
Qualification
Required
5+ years of experience in wealth management, family office, or financial advisory roles
Strong technical foundation in tax, estate, and/or financial planning
Experience mentoring or supervising junior team members
Comfortable working with financial planning tools and CRM systems
Bachelor's degree required
Preferred
CFP®
CPA
JD
advanced education
Open to public accounting professionals with significant HNW or UHNW tax experience
Company
ECG Resources, Inc.
ECG Resources is an executive search firm focused on placing high caliber candidates in strategic roles within the Wealth Management arena throughout the United States.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase