Senior Advisor

Chicago, IL - USA

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

Senior Wealth Advisor Chicago (Hybrid)

The Senior Wealth Advisor at this multi-generational private family office plays a key role in guiding sophisticated clients through complex financial investment and estate planning strategies. This position involves managing high-net-worth relationships leading financial planning initiatives and collaborating with internal teams and external advisors to deliver comprehensive wealth solutions.

Key Responsibilities:

Build and maintain strong relationships with family clients and related entities
Lead client meetings and presentations both in-person and virtually
Mentor and develop junior advisors and associates
Analyze trusts business agreements and estate planning scenarios
Prepare financial plans cash flow projections and coordinate tax and compliance activities
Facilitate complex transactions including gifting capital calls and distributions
Collaborate with banks investment managers accountants attorneys and other professional advisors

Qualifications and Experience:

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
High standards of professionalism discretion and client service
Strong organizational skills and proficiency with financial planning and CRM software
Bachelors degree required; advanced degrees or professional certifications (CFP CPA JD) preferred

This role offers the opportunity to contribute to a dynamic collaborative environment while managing sophisticated financial strategies across multiple generations of clients.

Required Experience:

Senior IC

Senior Wealth Advisor Chicago (Hybrid)The Senior Wealth Advisor at this multi-generational private family office plays a key role in guiding sophisticated clients through complex financial investment and estate planning strategies. This position involves managing high-net-worth relationships leadin...