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SVP/Head of Wealth Planning

ECG Resources, Inc.
York, NY Full Time
POSTED ON 6/19/2026
AVAILABLE BEFORE 7/18/2026

SVP/Head of Wealth Planning | New York, NY


  • No new business requirements
  • Extensive client contact {10-50mm clientele}
  • CFP
  • 15 years of wealth planning experience


Work directly with clients, as well as the firm’s wealth advisors and portfolio managers, to build strong internal partnerships and deliver clear, comprehensive analyses of clients’ financial situations. The Senior Wealth Strategist will also review financial plans prepared by junior team members.


Feel free to contact us for additional information and a more comprehensive job description.

Salary.com Estimation for SVP/Head of Wealth Planning in York, NY
$95,528 to $135,303
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