Wealth Management Associate

We are seeking a highly motivated professional to support Client Advisors in delivering comprehensive wealth management services to sophisticated ultra-high-net-worth (UHNW) families. This role plays a key part in ensuring an exceptional client experience across all aspects of the firm's service offering.

Interested in this role You can find all the relevant information in the description below.

Key Responsibilities:

• Organize and prepare materials for regular client meetings held 2–4 times per year
• Attend and actively participate in all Chicago-area client meetings (and occasional out-of-town meetings)
• Prepare detailed follow-up letters and action item lists after each client meeting
• Track and execute client-approved action items, working directly with clients to ensure timely completion of investment and planning documentation
• Review quarterly client reporting packages and participate in quarterly client review calls
• Assist in the design and implementation of customized asset allocation, wealth transfer, and estate planning strategies
• Coordinate with clients' external advisors (tax, legal, philanthropic, and other professionals) to support tax planning, wealth transfer, and charitable goals
• Support new business development efforts, including preparation of client presentations
• Contribute to internal firm initiatives and projects as needed

Qualifications: xhyhwjd

• Bachelor's degree required
• Minimum of 3 years of experience in financial planning, family office, tax, or investment roles serving high-net-worth or ultra-high-net-worth families
• CPA, CFP, and/or MBA strongly preferred

Benefits: 401k, BCBS medical, dental, vision

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