Senior Wealth Strategist at ECG Resources, Inc. in Memphis, Tennessee

Job Description:

• Opportunity for public accounting professional to train and transition to a wealth management career with well-established firm
• No tax compliance, no billable hours, no sales
• Learn all aspects of wealth planning for UHNW clients
• Reports to the Chief Wealth Strategist (JD/CPA)
• Manage client engagements with the goal of developing complex wealth planning solutions and strategies
• Emphasis on high-touch client service
• Extensive opportunity to take on new responsibilities and advance within the organization
• Excellent work/life balance
• Requires 12+ years' experience