Senior Wealth Planner
ECG Resources, Inc.
Senior Wealth Planner | Chicago Single-Family Office This is a hands-on financial planning role within a prominent Chicago single-family office , focused on helping family members, including younger generations, make thoughtful financial decisions and understand their wealth. Key Responsibilities Develop and present comprehensive financial plans, including cash flow and long-term projections. Integrate trusts, gifting, estate planning and tax considerations into planning strategies. Serve as a trusted point of contact for family members and provide clear, practical guidance. Partner with internal tax, legal and investment teams to deliver coordinated advice. Help improve planning tools, processes and financial education initiatives. Qualifications and Experience 7+ years of client-facing financial or wealth planning experience Experience working with HNW or UHNW clients Strong proficiency with eMoney, Vanilla, MoneyGuidePro or similar software Knowledge of estate planning, trusts, gifting, taxation and investment principles #J-18808-Ljbffr ECG Resources, Inc.
Vacancy posted 3 days ago
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