Financial Planner - Eastgate Capital Advisors (Client)

Job Description

About

Eastgate Capital Advisors is a rapidly growing multi-family office and wealth management firm serving ultra-high-net-worth and high-net-worth families. We provide sophisticated planning, investment, and financial administration services tailored to the complex needs of successful individuals and families.

We are seeking an experienced and analytical Financial Planner to join our team in Winnetka, Illinois. This position offers a unique opportunity to work closely with advisors and client families, helping develop comprehensive financial planning strategies that support long-term wealth preservation, growth, and legacy objectives.

At Eastgate, we value collaboration, professionalism, integrity, and respect for diverse perspectives. The ideal candidate will bring strong technical expertise, exceptional client service skills, and a commitment to delivering thoughtful, high-quality financial planning solutions.

How to Apply

Interested candidates can apply through this Linkedin post. Recruitment for this role is being managed by our external search partner, HRUnbound, View email address on ziprecruiter.com.

Position Summary

The Financial Planner will play a key role in supporting advisors and client families through comprehensive planning and wealth management services. This professional will help analyze complex financial situations, develop planning recommendations, prepare client deliverables, and support ongoing relationship management efforts.

This role offers meaningful exposure to sophisticated wealth management strategies, family office operations, investment planning, estate planning, and multi-generational wealth considerations while working alongside highly accomplished professionals in a collaborative environment.

Key Responsibilities

·       Develop and maintain comprehensive financial plans using eMoney and other tools

·       Gather, organize, and analyze client financial information

·       Prepare retirement, cash flow, education, insurance, tax, and estate planning analyses

·       Assist advisors with client meeting preparation, presentation development, and follow-up activities

·       Create financial planning reports, recommendations, and client-facing deliverables

·       Monitor client progress toward financial goals and update planning assumptions as appropriate

·       Coordinate with attorneys, accountants, and other professional advisors

·       Support investment planning discussions and wealth management initiatives

·       Contribute to ongoing client service and relationship management efforts

·       Maintain the highest level of confidentiality regarding client and firm information

·       Interest in developing new client relationships

Required Qualifications

·       Bachelor's degree in Finance, Financial Planning, Economics, Accounting, Business, or a related field

·       Minimum of 3 years of demonstrated experience in financial planning, wealth management, family office services, or a related field

·       Strong analytical, organizational, and problem-solving capabilities

·       Outstanding interpersonal, verbal, and written communication skills

·       Ability to build credibility and establish trusted working relationships with clients and colleagues

·       Exceptional attention to detail and ability to manage multiple priorities effectively

·       Advanced proficiency with eMoney financial planning software

·       Strong Microsoft Office skills, including Excel, Word, and PowerPoint

Preferred Qualifications

·       Experience working with high-net-worth and ultra-high-net-worth clients

·       Experience within a family office, multi-family office, wealth management, or registered investment advisor environment

·       Knowledge of trusts, estates, tax planning strategies, investments, and wealth transfer planning

·       CFP certification or active progress toward CFP certification

·       CPA, MBA, and/or JD degree; JDs with background on compliance and estate planning, as well as financial planning

·       Familiarity with Salesforce or other CRM and wealth management technology platforms

Why Join Eastgate?

·       Opportunity to work directly with experienced professionals serving sophisticated client families

·       Exposure to complex financial planning, wealth management, and family office engagements

·       Meaningful client relationships and visibility across a broad range of planning disciplines

·       Firm-wide team-based ensemble approach to serving clients

·       Collaborative, supportive, and growth-oriented culture

·       Client-focused environment committed to professionalism and exceptional service

·       Culture that values teamwork, integrity, and respect for diverse perspectives

·       Convenient Winnetka location just steps from the Metra Union Pacific North Line and within walking distance of restaurants, shops, and services

Compensation & Benefits

·       Base Salary: $90,000 - $160,000, subject to experience, skills, education, and certifications

·       Annual incentive bonus opportunity

·       Comprehensive medical, dental, short-term and long-term disability coverages

·       Paid Time Off (PTO)

·       Company-sponsored IRA with 3% employer match

·       Flexible scheduling options

Work Location

Winnetka, Illinois. This is an on-site position. Full-time hours are generally Monday through Friday, with occasional flexibility and additional hours as needed to support clients and firm priorities.

Interested?

Please contact our external search consultant Anthony Gargiulo, HRUnbound LLC, at View email address on ziprecruiter.com to learn more or apply.