Senior Wealth Strategist

ECG Resources

Senior Wealth Strategist

Chicago, IL
Full Time
Paid
  • Responsibilities

    $15 billion Chicago-based investment and wealth management firm is seeking an Estate Planning Attorney to service the firms UHNW clientele in Wealth Planning.

    • Lead client meetings on wealth transfer topics, oversee planning projects, and contribute to prospecting efforts by creating high-impact materials.
    • Review and analyze client estate planning documents, including wills, trusts, philanthropic entities, and related instruments, to provide detailed summaries and recommendations.
    • Engage in public speaking and thought leadership by creating educational materials and representing the firm at industry events.
    • Learn directly from a recognized top estate planning attorney in the country
    • No new business requirements
    • 10+ years of estate planning experience working with UHNW clientele