Senior Wealth Advisor, Family Office (Hybrid, Chicago)
Snfout
SNFout in Chicago seeks a Senior Wealth Advisor to guide multi-generational family decisions in investments, taxes and estate planning within a private family office. The role is a hybrid Chicago position with a client-focused service model across generations. You will own relationships, lead meetings in person or virtual formats, mentor junior staff, and coordinate tax/compliance work with CPAs and attorneys. Requires 5+ years in the field; CFP/CPA/JD preferred. #J-18808-Ljbffr
Vacancy posted 4 days ago
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