Want to advise one family across generations instead of chasing a book of hundreds?
Job Title: Senior Wealth Advisor - Chicago
Position Overview
Senior Wealth Advisor - Chicago: A multi-generational private family office is adding a senior advisor to guide family members through complex investment, tax and estate planning decisions. Hybrid schedule in Chicago.
Your Day-to-Day
- Own relationships with family members and their related entities
- Run client meetings and presentations, in person and virtually
- Mentor and develop junior advisors and associates
- Analyze trusts, business agreements and estate planning scenarios
- Build financial plans and cash flow projections and coordinate individual tax and compliance work
- Handle gifting, capital calls and distributions
- Work with banks, investment managers, CPAs and attorneys
Why Join Us
Senior Wealth Advisor - Chicago offers a collaborative team, no sales quotas and sophisticated planning work across generations.
Qualifications
Senior Wealth Advisor - Chicago: 5+ years in financial advisory, family office or wealth management; strong command of investments, tax, estate and financial planning; mentoring experience; discretion and polish; comfortable with planning and CRM software. Bachelor's degree required; CFP, CPA or JD preferred.
Compensation: $140,000 - $170,000 base plus a 5% bonus, depending on experience.
#J-18808-LjbffrSenior Wealth Advisor - Chicago in oak park at Unknown Company
This position is listed as full time and hybrid.