VP, Private Family Office UHNW Wealth Planner
$85k - $240kGoldman Sachs Group, Inc.
A leading investment firm in Chicago is seeking a Vice President for their Private Family Office as a Financial Planning Advisor. The role requires a minimum of 7 years of relevant experience and advanced financial expertise. You will work closely with ultra-high net worth families to develop and execute sophisticated financial strategies that ensure long-term wealth preservation and growth. The job offers a competitive salary range between $85,000 and $240,000, along with comprehensive benefits including health care and financial wellness support. #J-18808-Ljbffr
- 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...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
- 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- BMO Financial Group in Chicago seeks a seasoned wealth planning professional to serve HNW/UHNW clients, delivering comprehensive plans across financial,... ...estate and trust matters. You will collaborate with private bankers and advisors, develop complex strategies, and...Private
- ...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
- 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
$110k - $175k
...Description As part of the Wilshire family, you can rest assured that every... ...headquartered 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- ...financial services firm in Chicago is seeking a Financial Planner to join its Wealth Advisory team. This full-time, non-sales position offers a... ...and supporting wealth planning services for a distinguished family. Training is provided for Tax Seniors transitioning into this...Work at officeFull time
$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$70k - $100k
...fulfilling career.Join us as a Family Office AnalystBBH Capital Partners... ...trusted and preferred advisor for private businesses, their owners, and... ...experience required, Wealth Management preferredClient service... .../private investments for UHNW clients and endowments and foundations...Work at officePrivateLocal area- ...seeking a FOR Generalist within the Ultra-High Net Worth Family Office Resources to serve PWAs and UHNW clients. You will diagnose client needs, coordinate... ...7/66, JD preferred, excellent communication, and experience with private wealth or #J-18808-Ljbffr Morgan-StanleyWork at officePrivate
$180k - $254.8k
...the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and... ...’ objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key responsibilities include building...Work at officePrivateWork experience placementWork from homeShift workDay shift- 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$121.9k - $262.1k
...Bank. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy... ...Advisors (WMAs) and the broader Private Bank team to lead discovery, develop integrated... ...needs of our employees and their families, encompassing physical, financial, emotional...PrivateBank staffShift work- A financial advisory firm in Chicago seeks an experienced Family CFO to serve as a primary financial advisor for ultra-high-net-worth families. In this leadership role, you will drive core financial operations while maintaining exceptional client relationships. The ideal...
- ...997, Gresham Partners, LLC is a $13 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country as a multi-family office. The firm is known for its independent thinking, investment approach, and...Work at officeTemporary workVisa sponsorship
$150k - $250k
...investment management and wealth management services. The... ...individuals from more than 1,200 offices in 43 countries.As a... ...Ultra-High Net Worth (UHNW) resources group (branded as Family Office Resources or “FOR”... ...within Morgan Stanley’s Private Wealth Management division...Work at officePrivateTemporary workLocal areaWorldwide$159.97k - $188.2k
Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client relationships generally above $... ...why our benefits are designed to help you and your family boost your health, protect your financial security...PrivateTemporary workWork experience placementLocal area$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$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- ...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
- ...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
- Buckingham Search is seeking a Senior Accountant - Private Wealth for a downtown Chicago family office. You will own day-to-day accounting, close processes, and reporting across 40+ entities, delivering accurate filings and insightful analysis. This hybrid role offers direct...Work at officePrivate
$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$130k - $170k
...Description Job Description BBR Partners' Wealth Strategies team serves as a centralized,... ...that framework, BBR takes a holistic, family office-style approach—supporting clients and... ...techniques and structures related to UHNW clients (life insurance planning, property...Work at officeTemporary workCasual workRemote workFlexible hours$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 community... ...Provides referrals to other wealth strategists in GFO and/or...Work at officePrivateLocal area$52.8k - $79.2k
Sales Associate, Wealth Strategies, Wealth Management This is an office-based position and for the effective performance of this role, the duties and responsibilities... ...into prospects. Review and organize all asset/family information and trust documents to assess the bank's...Work at officeWork experience placementH1b
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!
- vice president transformation Chicago, IL
- vice president of operations Chicago, IL
- vp cloud Chicago, IL
- vp of strategy Chicago, IL
- vice president strategic initiatives Chicago, IL
- vice president of recruiting Chicago, IL
- vice president of customer success Chicago, IL
- vice president research Chicago, IL
- vice president innovation Chicago, IL
- vice president risk management Chicago, IL


