Senior Private Wealth Advisor | Single Family Office

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 and manage advisory team members. Based in downtown Chicago, this opportunity offers a hybrid schedule of three days in the office and two remote.

This is a hands-on wealth planning and family relationship role, not a position focused primarily on investment management. The ideal candidate combines deep technical planning expertise with sound judgment, strong communication and the ability to turn recommendations into action.

Key Responsibilities

• Build and manage trusted relationships with UHNW family members across generations

• Develop and implement comprehensive financial plans addressing complex trust, estate, cash flow, gifting and related wealth planning needs

• Analyze trust and business entity agreements, model planning scenarios and develop practical recommendations

• Lead client discussions, explain complex concepts clearly and navigate sensitive family matters with discretion

• Coordinate with internal specialists, attorneys, accountants and other professionals to carry planning recommendations through implementation

• Manage and develop team members, set priorities, review work and ensure timely follow-through

• Identify issues across planning disciplines and involve appropriate specialists

• Contribute expertise and hands-on support within a collaborative advisory team

Qualifications

• 5+ years of relevant wealth advisory and financial planning experience, with substantial direct responsibility for multigenerational UHNW clients

• Deep technical expertise in a planning discipline, such as trust and estate planning, supported by strong generalist knowledge

• Demonstrated experience personally developing and implementing complex financial plans

• Experience managing team members and coordinating competing client priorities

• Excellent judgment, communication, organizational and execution skills

• A collaborative approach, with the ability to lead while remaining actively involved in client work

Candidates should bring established financial planning expertise alongside client relationship and leadership experience.