Single Family Office - Senior Financial Advisor/Wealth Planner
Hybrid · Chicago, Illinois, United States
Chicago, Illinois, United StatesHybridFull TimeSenior LevelBachelors DegreeUnknown
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
Senior Wealth Advisor at a multi-generational private family office in Chicago; leads client meetings (in-person and virtual), mentors junior advisors, analyzes trusts and estate planning scenarios, coordinates tax and compliance activities, and collaborates with banks, investment managers, accountants, attorneys, and other professionals to deliver comprehensive wealth solutions across generations.
Required Qualifications
- Bachelor’s degree required; advanced degrees or professional certifications (CFP®, CPA, JD) preferred
- Minimum of 5 years in financial advisory, family office, or wealth management
- Strong technical knowledge of investments, tax, estate, and financial planning
- Proven leadership and mentoring experience
- Strong organizational skills and proficiency with financial planning and CRM software
- High standards of professionalism, discretion, and client service
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