Senior Wealth Advisor - Chicago

Job Description

Job Description

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.

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