Single Family Office - Senior Wealth Planner (Chicago)

Single Family Office – Senior Wealth Planner | Chicago | Hybrid

Join an established $15 billion single-family office advising UHNW families on sophisticated, multigenerational wealth planning.

The Senior Wealth Planner will combine hands-on technical planning with direct family relationships and the development of junior team members. This is an opportunity to work closely with families whose planning needs span complex trusts, business entities, investments and charitable interests.

Key Responsibilities

• Develop comprehensive financial plans, cash flow projections and estate planning analyses

• Analyze trust and business entity agreements and model planning scenarios

• Partner with senior colleagues on complex family relationships and independently manage less complex relationships

• Lead client meetings and clearly communicate planning recommendations

• Identify issues across planning disciplines and coordinate with internal specialists, attorneys, accountants and other advisors

• Coordinate tax planning and compliance with the appropriate professionals

• Guide, train and develop junior advisors and team members

Qualifications

• 5+ years of relevant financial planning and advisory experience, including direct work with HNW/UHNW clients

• Deep technical expertise in a planning discipline, such as trust and estate planning, combined with broad knowledge across other areas

• Strong client relationship and presentation skills

• Experience managing team members

• Proficiency with financial planning and CRM software

Benefits: Comprehensive benefits package, including medical, dental, life and disability insurance, parental leave and 401(k)

Travel: Moderate travel expected