What are the responsibilities and job description for the Client Portfolio Advisor | Multi-Family Office position at ECG Resources, Inc.?
Client Portfolio Advisor | Westport
A well-established Multi-Family Office in Westport is seeking an investment-oriented, client-facing advisor with an entrepreneurial mindset to support the firm’s continued growth, including the potential for long-term equity participation.
Key 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
Qualifications and Experience
• At least 3 years of experience in investment advisory or wealth management
• Strong investment acumen with a solid analytical background
• Series 65 or 66 preferred
Relocation Assistance Provided.