Wealth Strategist, CPA

ECG Resources

Wealth Strategist, CPA

Memphis, TN
Full Time
Paid
  • Responsibilities

    ESTATE PLANNING ATTORNEY

    Multi-Family Office

    Memphis, TN

    -Relocation Assistance Available -

    Multi-Family Office in Memphis, TN seeks candidate with

    a law firm background to counsel clients (25mm+ client

    range) regarding comprehensive wealth planning.

    • Opportunity for an attorney to train and transition to a wealth management career with well-established firm
    • No sales, billable hours, or drafting
    • 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 client contact
    • Substantial opportunity to take on new responsibilities and advance within the organization
    • Excellent work/life balance
    • Requires 6+ years' estate planning experience

    Privately held firm | Equity Opportunity

    *Relocation Assistance Available*