Family Office Wealth Advisor - Chicago
$140k - $170kSNFOut
Job Description
Job Description
Family office seat open for a planning-minded advisor who enjoys complex cases.
Job Title: Senior Wealth Advisor - Chicago
Compensation and Schedule
Compensation: $140,000 - $170,000 base plus a 5% bonus, depending on experience. Hybrid, Chicago based.
About the Role
Senior Wealth Advisor - Chicago: You will be a lead advisor to family clients of a private, multi-generational family office, coordinating planning across investments, taxes and estates.
What You Will Handle
Analyze trusts, business agreements and estate planning scenarios
Build financial plans and cash flow projections and coordinate individual tax and compliance work
Own relationships with family members and their related entities
Run client meetings and presentations, in person and virtually
Handle gifting, capital calls and distributions
Work with banks, investment managers, CPAs and attorneys
Mentor and develop junior advisors and associates
What You Bring
Senior Wealth Advisor - Chicago: at least five years in wealth management, financial advisory or a family office; technical depth in tax, estate and investment planning; leadership experience; a bachelor's degree, with CFP, CPA or JD a plus.
Why This Seat
Senior Wealth Advisor - Chicago means deep relationships, a team culture and work that stays interesting.
HP
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Family Office Wealth Advisor - Chicago in Oak Park, IL vacancy
$140k - $170k
...Want to advise one family across generations instead of chasing a book of hundreds? Job Title: Senior Wealth Advisor - Chicago Position Overview Senior Wealth Advisor - Chicago: A multi-generational private family office is adding a senior advisor to guide family members...Work at officeSNFout
Oak Park, IL3 days ago$106.25k - $141.65k
...Wealth Advisor At Midland States Bank, base salary is one component... ...healthcare, well-being benefits, paid family leave as well as generous... ...Champaign, Joliet, and Chicago, IL markets! Position Summary... ...require work in a Midland office to ensure collaboration and...Work at officeContract workTemporary workPart timeImmediate startFlexible hoursMidland States Bank
Chicago, IL11 hours ago- ...Single Family Office – Wealth Advisor | Chicago | Hybrid An established Single Family Office in downtown Chicago is seeking a Wealth Advisor to join its collaborative team serving multiple generations of an ultra-high-net-worth family. This opportunity offers...Work at office
ECG Resources, Inc.
Chicago, IL19 days ago - ...Senior Private Wealth Advisor | Single Family Office | Chicago | Hybrid An established $15 billion single-family office is seeking a Senior Private Wealth Advisor to work directly with multigenerational UHNW families, execute sophisticated financial planning strategies...Work at officeFull timeRemote work
ECG Resources, Inc.
Chicago, IL4 days ago $105k - $135k
...Associate Director to join its Structured Credit & CLOs group in our Chicago office.About the Team:A collaborative, team-oriented work environment... ..., and occupational wellbeing.Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave...Work at officeTemporary workImmediate start3 days per weekFitch Ratings
Chicago, IL4 days ago$110k - $135k
...strong focus on Midstream, based in our New York, Toronto, Chicago or Austin office. Qualitative credentials will weigh meaningfully in the... ...prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities...Work at officeImmediate startShift workFitch Ratings
Chicago, IL3 hours ago- ...Work Environment: 2 to 3 days a week in office required based on your line of business and... ...Supportive Parenting Policies: Family-friendly policies, including a generous global... ...the position. #LI-EC1 #LI-HYBRID Nearest Major Market: Chicago #J-18808-Ljbffr...Work at officeTemporary workWork experience placementImmediate start2 days per week3 days per week
FitchGroup
Chicago, IL3 hours ago - ...application. Louis, MO, Indianapolis, IN and even closer Chicago, IL.Are you a Family Medicine, Internal Medicine or Family Medicine with... ...hospitals in the Midwest. Life's too short to be stuck in the office after hours buried in paperwork. Focus on medicine......Work at officePermanent employment
Permanent Placement Resources...
Chicago, IL9 minutes ago - ...Pinnacle Group is searching for an Associate or Vice President to join the lean investment team of a Chicago-area family office founded by senior investment professionals and managing more than $10 billion across all asset classes, with particular depth in private markets...Work at officeWork experience placement
And Simple ApS
Chicago, IL11 hours ago - ...PrairieView Wealth & Tax Advisors is a registered investment advisor with a tax practice built... ...Charles Schwab and serve individuals, families, and business owners. The opportunity... ...hiring one Senior Wealth Advisor for our Chicago office. You would own client relationships,...Work at officeFull time
PrairieView Wealth & Tax Advisors
Chicago, IL5 days ago - ...A Chicago-area single-family office is hiring a Director of Finance and Accounting, reporting to the CFO, to run accounting and financial reporting across family entities, investment partnerships, trusts and individual family members. The seat is part of a planned buildout...Work at office
And Simple ApS
Chicago, IL3 days ago $95k - $105k
...seeking a Senior Analyst to join its Structured Credit group in our Chicago office.About the Team:A collaborative, team-oriented work environment... ...prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work...Work at officeImmediate startFitch Ratings
Chicago, IL4 days ago$75k - $110k
...empowers individuals and families by providing... ...nationwide team of financial advisors, we strive to secure financial... ...and ensure holistic wealth management. Diversity... ...in the Greater Chicago Area for a Financial Representative... ...and Oak Brook IL Offices. The Financial Advisor...Work at officeFull timeContract workTemporary workWork experience placementMonday to FridayFlexible hoursWgaesf
Chicago, IL4 days ago- ...House Managers & Family AssistantsWe are actively recruiting experienced, reliable, and... ...Family Assistants to support families across Chicago. These roles focus on keeping households... ...providersHandle returns, errands, post office, pharmacy pickups, or Amazon/Target ordersMeal...Work at officeFull timePart timeSeasonal workAfternoon shift
sageHaus LLC Defunct
Chicago, IL1 day ago $80k - $105k
...Analyst, either in our New York, Austin, Chicago or San Fransico office. About the Team The US... ...government issuers, investors, financial advisors and bankers Why Choose Fitch:... ...wellbeing Supportive Parenting Policies: Family-friendly policies, including a...Work at officeTemporary workLocal areaImmediate startShift work3 days per weekFitch Group
Chicago, ILa month ago- ...House Managers & Family Assistants We are actively recruiting experienced, reliable,... ...Family Assistants to support families across Chicago. These roles focus on keeping households... ...Handle returns, errands, post office, pharmacy pickups, or Amazon/Target orders...Work at officeFull timePart timeSeasonal workMonday to FridayAfternoon shift
sageHaus LLC Defunct
Chicago, IL5 days ago $140k - $175k
...of the Natural Resources sector based out of our New York, Chicago, or Toronto office. Qualitative credentials will weigh meaningfully in the... ...of a conflict of interest. Should you, or your immediate family, have any holdings that may conflict with your work responsibilities...Work at officeImmediate startShift workHearst Corporation
Chicago, IL11 hours ago$85k - $240k
...Private Wealth Management (PWM) Goldman Sachs Private... ...worth individuals and families, as well as select... ...reach. Our Private Wealth Advisors (PWAs) deliver an... ...base salary for this Chicago, Illinois, United States... ...New York, we maintain offices around the world. We...Goldman Sachs
Chicago, IL3 days ago$150k - $180k
...the Middle Market/Private Debt team based out of our New York/Chicago/Toronto office. What We Offer: A fast-paced, team-oriented work... ...conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work...Work at officeImmediate startShift workFitchGroup
Chicago, IL11 hours ago$90k - $120k
...: 9031Req ID: 2104Location: Chicago, IL, USAPosted: 2026-10-13Pay... ...in 2008, Hightower is a wealth management firm that provides... ...individuals, foundations and family offices, as well as 401(k) consulting... ...of independent-minded wealth advisors to grow their businesses and...Work at officePermanent employmentLocal areaWork from home2 days per week3 days per weekHightower Advisors
Chicago, IL4 days ago$20 - $22 per hour
...Wealthspire is a leading wealth management, retirement... ...serving individuals, families, endowments, and institutions... ...management, family office, and retirement plan... ...information, visit Wealthspire Advisors LLC, Fiducient Advisors... ...solutions. Location: Chicago, IL Key...Work at officeHourly payFull timeInternshipSummer internshipAON
Chicago, IL7 days ago$175k
...Sandler is currently seeking a 2027 Summer Associate in our Chicago, IL office. Eligibility: Enrolled in a full-time MBA program in the... ...program and how we are here for our employees and their families today, tomorrow and beyond. The anticipated starting salary...Work at officeFull timeSummer workInternshipSummer internshipWork visaPiper Sandler
Chicago, IL4 days ago$235k - $320k
Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for Real Estate Lending Associates in the Chicago office. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the Am Law...Work at officeFull timeTemporary workFlexible hoursGreenberg Traurig LLP
Chicago, IL3 days ago$90k - $140k
...your nearest S&P Global Ratings office. This must be completed before... ...Continuous Learning: Access a wealth of resources to grow your... ...and financial wellness programs.Family Friendly Perks: It’s not just... ...SummaryLocation: New York, NY; US - IL - CHICAGO 130 EAST RANDOLPH STType: Full...Work at officeFull timeSecond jobLive inWorldwideFlexible hours2 days per weekS&P Global
Chicago, IL2 days ago$25 - $26.77 per hour
...the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career... ...) Hours Per Week: 40 Pay Transparency details US - IL - Chicago - 203 N La Salle St - LAKE / N LASALLE BC (IL4842), US - IL - Chicago...Work at officeHourly payFlexible hoursShift workWeekend workDay shift- ...Description Job Description ECG RESOURCES | WEALTH MANAGEMENT EXECUTIVE SEARCH Senior Wealth Advisor Chicago, IL | Hybrid: 3 Days In Office / 2 Days Remote | Job #1445 Position... ...Our client, a Chicago-based private family office serving multiple generations of a...Work at officeSecond jobRemote workFlexible hours
ECG Resources
Chicago, IL3 days ago $120 per hour
...employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site... ...This is an hourly role supporting the Chicago suburbs One Medical clinics including... ...memberships for yourself, your friends and family Employee Assistance Program - Free confidential...Work at officeHourly payDaily paidTemporary workLocumCasual workLocal areaShift work$90k - $135k
...Corporate Finance - Turnaround & Restructuring Location: Chicago, IL Position Type: Full time Requisition ID:... ...veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics...Full timePart timeWork experience placementLocal areaBerkeley Research Group, LLC
Chicago, IL1 day ago- ..., Infrastructure & Project Finance Group, Associate Director - Chicago Requisition ID: 50220 Business Unit: Fitch Ratings Category... ...Director based out of our New York, Chicago, or Toronto office. At Fitch Ratings, credit analysts play a pivotal role in moving...Work at office
Fitch Group
Chicago, IL3 days ago - ...who make our partners’ ideas better. Intellectually curious advisors (not order takers) who focus on outcomes to creatively... ...driven recommendations. Note: Candidate must be in the Chicago/Schaumburg office 2 days a week. LI-MP2 LI-HYBRD Basic Requirements...Work at officeInternshipSummer internshipRelocation2 days per week
Motorola Solutions
Chicago, IL19 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Family Office Wealth Advisor - Chicago. Be the first to apply!
Related searches
- financial advisor associate Oak Park, IL
- financial planning associate Oak Park, IL
- financial consultant Oak Park, IL
- finance associate Oak Park, IL
- financial planning administrator Oak Park, IL
- associate corporate finance Oak Park, IL
- financial planner Oak Park, IL
- financial planning assistant Oak Park, IL
- financial counselor Oak Park, IL
- estate planning consultant Oak Park, IL