Financial Planning – TWM- Wealth Management Executive Search

212-970-1896

The past two decades have been fraught with rapid change, unstable markets, and global economic uncertainty. In times like these, hiring and retaining Financial Planning leaders who have a deep, extensive understanding of the markets is key to an organization’s growth. You need leaders who can thrive despite the unpredictability.

At ECG Resources, our experts have access to a vast national network of Financial Planning professionals who serve as subject matter experts in all areas of wealth planning. These CFP certified professionals have a stellar track record of advising clients with regards to sophisticated wealth planning strategies including: estate planning, tax planning, business succession planning, philanthropic planning, retirement planning, asset protection, and cash flow analysis. Allow us to give you the resources you need to thrive despite the unpredictability.

Sample Financial Planning Job Descriptions

Wealth Planner

Private Trust Company/MFO seeks Senior Wealth Planning Advisor to counsel UHNW clients regarding sophisticated tax, estate and trust strategies, with a career path towards Chief Wealth Strategist.

Manage select book of UHNW client relationships (50mm+ client range), developing complex wealth planning solutions and strategies
Serve as subject matter expert in wealth planning matters, supporting Senior Relationship Managers in servicing their top clients
Liaise with external counsel and advisors to best serve the clients’ needs
Emphasis on high-touch client service
Prepare and participate in prospect meetings, assist in closing business
Mentor and develop junior wealth strategists
Career path towards Chief Wealth Strategist, as the person currently in that position is being targeted for senior level management promotion
Requires 12+ years tax, estate, or financial planning experience in the UHNW space; CPA, JD or CFP a plus
Equity opportunity available

Financial Planner

Rapidly growing Wealth Management Firm seeks a Financial Planner to join their financial advisory team and provide comprehensive support for senior advisers and their HNW clientele. Position can be based in NYC; Northeast NJ; Fort Worth, TX

Collaborate with team members to counsel clients with regards to sophisticated wealth planning strategies including estate and income tax planning, and philanthropic planning
Interact with clients independently
Assist with setting up client accounts and preparing for client presentations
Position offers the opportunity to be trained in all areas of holistic wealth planning and a strong career track within the firm
Requires a minimum of 3-5 years’ experience in planning
CFP, CPA, or JD

Wealth Strategist

Top Tier Financial Services Firms seeks a Wealth Strategist to join their Wealth Planning team in servicing their HNW clients.

Play a key role in the development and integration of wealth planning as a core part of the client relationship
Work closely with Financial Advisors to efficiently utilize planning tools to service clients in the areas of Retirement Planning, Trusts and Estates, Pensions, and Social Security
Serve as an internal resource for all matters related to wealth planning
Requires 5+ years’ experience in estate planning; CFP, JD or CPA preferred
This position offers a remote or hybrid work scenario

Recently Placed Positions

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What Our Clients Are Saying

Dave and I had recently connected through a colleague for a role that I was fortunately able to fill with Dave's expertise and guidance. He was great to work with and extremely helpful and transparent throughout the interviewing process. He ensured that I was prepared by providing great insight on the role and team that I will be joining. Dave is the utmost professional. He provided prompt updates and kept me in the loop from start to finish. Thank you Dave for all of your help and I wish you continued success in the future!

Managing Director, Wealth Advisor, CFP

Wealth Management Department of Bank

Gary was exceptionally helpful in finding a position that fit exactly what I was looking for. He was able to navigate the ever changing post pandemic hiring process with ease. Gary's quick responses and continuous contact provided for a low stress professional experience.

Senior Wealth Planner, CFP

Wealth Management Firm

Why Partner With ECG

Experience

We’ve been in the business for 40+ years.

In 1981, the firm was founded as Executive Consulting Group. In those early days, we provided executive search for both Corporate Tax and the Private Wealth Management sector.

Expertise

We possess specialized industry knowledge and insight.

As we came to recognize that our clients are best-served by the deep experience and proven knowledge that comes from dedicated specialization, we honed our focus exclusively within Wealth Management in the early 1990’s.

Extensiveness

We have a network of 40,000+ Wealth Management professionals.

Decades later, we’ve built up a mass network of top talent across the country, who know to reach out when they’re ready to make a move in their career.

OVER 40 YEARS OF UNWAVERING COMMITMENT TO OUR CLIENTS' HIRING SUCCESS

ECG Resources is an executive search firm specializing exclusively in the Wealth Management industry. Our team of specialists are experts at identifying, attracting, and retaining highly successful professionals. Our industry expertise and commitment to client success has earned us the privilege of long-term relationships spanning small boutique firms to some of the world’s largest corporations.

We will serve you as a trusted partner to ensure that your Financial Planning search is successful.

TWM Executive Search is a boutique search firm specializing in wealth management recruitment. Our mission of providing a superior client experience, along with our proven track record of successful placements, earns us the trust of top firms across the United States.