Single Family Office - Senior Financial Advisor/Wealth Planner

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

Bachelor’s 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.