ECG Resources, Inc. · 15 hours ago
Tax Advisory Analyst | Multi-Family Office
Charlotte, NC
Full-time
Onsite
New Grad, Entry LevelECG Resources, Inc. is a well-established financial planning and advisory firm in Charlotte, North Carolina, seeking a Wealth Analyst to join its collaborative, team-driven environment. This role supports senior advisors across core planning and analytical functions, providing broad exposure to the firm’s wealth planning process.
ConsultingRecruitingStaffing Agency
Hiring Manager
Avigayil Becker
Responsibilities
Support tax and strategic wealth planning for UHNW clients
Build and maintain financial models, spreadsheets, and analyses
Prepare clear, data-driven presentations and materials
Work closely with senior team members on planning and research initiatives
Qualification
Required
Strong analytical and quantitative skills
Advanced Excel proficiency and solid PowerPoint skills
Self-directed, curious, and comfortable owning work
Benefits
Generous incentives
Strong benefits
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.
Founded in 1981
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase