Senior Wealth Advisor, UHNW
$250,000–$250,000 year
Hybrid · West Chicago, Illinois, United States
Job Summary
Senior Wealth Advisor for UHNW clients in the Chicago metro area, serving as primary relationship manager and trusted partner for complex, multi-generational families. Lead responsibility for portfolios transitioning from firm managing partners, providing comprehensive financial planning, advanced estate and tax planning, investment management, risk management, and family governance. Opportunity for equity ownership in a 100% employee-owned firm and leadership in expanding the high-touch family office platform. Flexible schedule with two remote days per week and a compensation package of $250,000+ in the first year.
Required Qualifications
- Professional designation CFP®, CPA, or CFA® (CFP® preferred)
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