Generational Wealth Advisor - Private Family Office (Hybrid, Chicago)
Apploi
Apploi in Chicago seeks a Senior Wealth Advisor to guide a multi-generational family through investments, tax and estate planning in a hybrid work setting. You will own client relationships, run meetings (in person and virtual), mentor junior advisors, analyze trusts and estate issues, and coordinate tax work and cash flow planning. A Bachelor's degree is required; CFP, CPA or JD preferred. #J-18808-Ljbffr Apploi
Vacancy posted 2 days ago
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