ECG Resources, Inc. · 4 days ago
Client Portfolio Advisor | Multi-Family Office
Westport, CT
Full-time
Onsite
Mid Level
3+ years expECG Resources, Inc. is a well-established Multi-Family Office in Westport seeking an investment-oriented, client-facing advisor with an entrepreneurial mindset. The role involves serving as a primary client contact, engaging with high-net-worth clients, and contributing to growth initiatives.
ConsultingRecruitingStaffing Agency
Hiring Manager
Avigayil Becker
Responsibilities
Serve as a primary client contact in partnership with senior advisors
Engage proactively with HNW clients, addressing questions and requests with professionalism and responsiveness
Handle client inquiries across a broad range of the firm’s services, bringing in additional team members as needed
Collect and assess client information for suitability, while identifying opportunities to deepen relationships, expand wallet share, and generate referrals
Contribute to growth initiatives, including refining marketing efforts and strengthening relationships with existing and prospective clients
Qualification
Required
At least 3 years of experience in investment advisory or wealth management
Strong investment acumen with a solid analytical background
Preferred
Series 65 or 66 preferred
Benefits
Relocation Assistance Provided.
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