VP, Private Family Office UHNW Wealth Planner
Goldman Sachs Group, Inc.
A top financial services firm is looking for a Vice President for their Family Office Financial Planning Advisory in Chicago. The ideal candidate will develop financial strategies for ultra-high net worth families while collaborating with a network of professionals. Key qualifications include a bachelor's degree, 7+ years in financial planning, and exceptional communication skills. The role comes with a competitive salary range, comprehensive benefits, and a commitment to diversity and inclusion in the workplace. #J-18808-Ljbffr Goldman Sachs Group, Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the VP, Private Family Office UHNW Wealth Planner in Chicago, IL vacancy
$85k - $240k
...investment firm in Chicago is seeking a Vice President for their Private Family Office as a Financial Planning Advisor. The role requires a minimum... ...sophisticated financial strategies that ensure long-term wealth preservation and growth. The job offers a competitive salary...Work at officePrivate- A global investment firm is seeking a Family Office Advisor based in Chicago, Illinois. The ideal candidate will manage financial planning for a select portfolio of ultra-high net worth families, requiring at least 7 years of experience and advanced degrees in relevant...Work at officePrivate
- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified... ...comfortable working with individuals and families ranging from affluent to high‑... ...travel among branches and offices as needed. Job Responsibilities...Work at officePrivate
$85k - $240k
Overview As a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm\'s most strategic clients. You... ..., our Advisor teams have been trusted stewards of significant wealth, and you will continue this legacy, providing comprehensive financial...Work at officePrivateFull timeTemporary workPart time- ...Strong proficiency in Microsoft Office Suite. ABOUT US... ...TEAM J.P. Morgan Asset & Wealth Management delivers industry-... ...leading investment management and private banking solutions. Asset Management... ...helps individuals, families and foundations take a more intentional...Work at officePrivate
J.P. Morgan
Chicago, IL8 days ago - Join J.P. Morgan Wealth Management as a Vice President - Private Wealth Planner, where you will provide expert financial planning to clients. Collaborate with a client service team using proprietary software to deliver customized plans, ensuring clients achieve their financial...Private
$85k - $240k
...managing the day to day operations of the office. This is a unique opportunity to work... ...Unit Manager will also work closely with Private Wealth's Senior Management Team, along with key... ...high net worth individuals, as well as family offices, foundations and endowments, and...Work at officePrivateFull timeTemporary workPart timeLocal area$145k - $160k
...planning engagements for our UHNW clients while leading and mentoring... ..., partnerships, corporations, private foundations, and international... ...investments, business deals, wealth planning, and major financial... .... Proficiency in Microsoft Office Suite; experience with CCH preferred...Work at officePrivateImmediate start- BMO Financial Group in Chicago offers specialized wealth planning for High Net Worth clients, partnering with Private Bankers and Investment Counsellors to deliver comprehensive solutions across financial, tax, estate and trust planning. This role focuses on growth, client...Private
$70k - $160k
Asset & Wealth Management, Private Family Office, Financial Planner, Associate - Chicago location_on Chicago, Illinois, United States YOUR IMPACT As a Financial Planner, you will be instrumental in helping to shape the financial futures of our firm's most strategic clients...Work at officePrivateFull timeTemporary workPart timeApprenticeshipWork experience placement$120k - $180k
A leading consulting firm in Chicago is seeking a Private Wealth Services Tax Manager to oversee tax planning and compliance for high net worth... ...degree in Accounting or CPA, with 6-10 years of experience in Family Wealth Planning. Excellent client relations and communication...Private$110k - $175k
...Description As part of the Wilshire family, you can rest assured that every... ...in the United States with offices worldwide. Job Description... ...classes, spanning both public and private markets, with a primary focus on wealth and retirement channels. Responsibilities...Work at officePrivateWorldwide$121.9k - $262.1k
...Third better. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth... ...Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop... ...individual needs of our employees and their families, encompassing physical, financial, emotional...PrivateBank staffShift work$114.7k - $194.9k
## Strategist, Marketing, Wealth ManagementApplylocations: Chicago, ILtime type: Full timeposted... ...the world’s most successful individuals, families, corporations and institutions. Since 188... ...spend their time between working in the office and working from home.**RESPONSIBILITIES*...Work at officeH1bWork from homeWorldwide- ...Industry Investment Management Type Privately Held, Private Equity-backed Founded 1985 Employees... ...Investment Services Specialties holistic wealth management financial planning family wealth office investment management risk management...Work at officePrivate
- ...Family Office Technology Consulting & Partner Programs Manager Position Summary Own the end-to... ...Preferred Experience supporting family offices, wealth management, private banking, private investment offices, or adjacent UHNW services. Working knowledge of family...Work at officePrivateTemporary workRemote work
FamilyOffice4.com
Chicago, IL1 day ago - A leading global investment firm is seeking a Private Wealth Advisor in Chicago, Illinois. This role requires 6+ years of experience in private wealth management, offering clients bespoke financial advice. Responsibilities include establishing client relationships, providing...Private
$130k - $185k
...we partner with CEOs, Boards, Private Equity and Governments every step... ..., which enables us to bring a wealth of deep sector and functional... ...a commutable distance to your office location for this position.... ...Winter/Summer breaks, Personal/Family Care, and other leaves of absence...Work at officePrivateWork experience placementSummer holidayFlexible hours- Senior Estate Planning - UHNW Families - Senior Associate / Partner level candidates This firm... ...professional to design and deliver advanced wealth transfer, estate, and business... ...high-net-worth (UHNW) families and family offices nationwide. In this senior role, this senior...Relocation package
- ...professional to lead tailored tax advice and compliance solutions for private clients. The ideal candidate will have over 5 years in... ...professionals, manage complex client relationships, and support wealth transfer and planning strategies. A hybrid work model is offered...Private
$70k - $160k
Goldman Sachs Bank AG is seeking a Financial Planner in Chicago, Illinois, to help shape the financial futures of ultra-high net worth clients. You will work collaboratively with an advisor team, providing personalized financial and investment planning services. Candidates...Work at officePrivate$137.4k - $240.4k
...most successful individuals, families, and institutions by remaining... ...:**Lead market development officer (sales representative) for Northern... ...office, business owner and private investment office client... ...Provides referrals to other wealth strategists in GFO and/or Wealth...Work at officePrivateLocal areaFlexible hours$85k - $95k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Position Summary Focus Partners... ...leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus...Work at officeLocal areaFocus Partners LLC
Chicago, IL3 days ago$150k - $175k
...position within Antares' Wealth Distribution team,... ...offerings, particularly in private credit and direct... ...enterprise growth. The VP, Advisor Consultant, is... ...work from the New York office. Antares is an Equal... ..., paid time off, Maven family & fertility benefit, parental...Work at officePrivateTemporary workAntares
Chicago, IL2 days ago$85k - $95k
...Western Suburbs, IL (Hybrid, 3 days in office) Compensation: $85,000 to $95,000 base... ...Gray Search has partnered with a privately‑held wealth management firm in the Western Suburbs... ...serves business owners and high‑net‑worth families with a white‑glove, relationship‑driven...Work at officePrivateFull timeFlexible hoursHarrison Gray Search
Chicago, IL4 days ago$138.72k - $208.08k
...Escrow environment, serving Citi Wealth clients nationwide. As an... ...Escrow Business Development and Private Bankers to assist with client... ...skills. Proficiency in Microsoft Office Suite (Word, Excel, Outlook).... ...required; JD is a plus. Job Family Group Private Client Product...Work at officePrivateFull time- Bank of America’s Merrill Wealth Management team in Chicago seeks an experienced Wealth Advisor to guide clients in sophisticated investments, retirement planning, and ongoing portfolio management. You will leverage CIO insights, research, and proprietary tools to deliver...Private
$110k - $230k
Asset & Wealth Management, Marketing: Models Product Marketing, Vice... ...of our models business. The VP will partner with investment teams... ...that vary depending on office location. These generally include... ...advocacy service for employees and family members facing critical health...Work at officeFull timeTemporary workPart time$120k - $180k
As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex... ...net worth, closely held business and family business clients - all with the... ...for this position in the firms Chicago IL office only is between $120,000 to $180,000. #LI...Work at officePrivate$150k - $215k
...and reviews) in underwriting and analyzing funded private equity firms, independent sponsors, wealthy family offices, and mezzanine providers. Efficiently and accurately... ...industry research, etc. Required Qualifications VP Level: Bachelor's degree in Accounting, Finance,...Work at officePrivateRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP, Private Family Office UHNW Wealth Planner. Be the first to apply!
Related searches
- vp biotech Chicago, IL
- vp compliance Chicago, IL
- vice president support services Chicago, IL
- vice president global communications Chicago, IL
- vice president legal Chicago, IL
- vice president of ecommerce Chicago, IL
- vice president shared services Chicago, IL
- vice president of revenue cycle Chicago, IL
- vice president real estate development Chicago, IL
- vice president corporate strategy Chicago, IL