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Wealth Advisor

snfoutOak Park, IL

yesterday

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All Other

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities

$140,000 - $170,000

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About the role

Want to advise one family across generations instead of chasing a book of hundreds?
Job Title: Senior Wealth Advisor - Chicago
Position Overview:
  • Senior Wealth Advisor - Chicago: A multi-generational private family office is adding a senior advisor to guide family members through complex investment, tax and estate planning decisions. Hybrid schedule in Chicago.
  • Your Day-to-DayOwn relationships with family members and their related entities
  • Run client meetings and presentations, in person and virtually
  • Mentor and develop junior advisors and associates
  • Analyze trusts, business agreements and estate planning scenarios
  • Build financial plans and cash flow projections and coordinate individual tax and compliance work
  • Handle gifting, capital calls and distributions
  • Work with banks, investment managers, CPAs and attorneys
Why Join Us: Senior Wealth Advisor - Chicago offers a collaborative team, no sales quotas and sophisticated planning work across generations.
Qualifications: Senior Wealth Advisor - Chicago: 5+ years in financial advisory, family office or wealth management; strong command of investments, tax, estate and financial planning; mentoring experience; discretion and polish; comfortable with planning and CRM software. Bachelor's degree required; CFP, CPA or JD preferred.
Compensation: $140,000 - $170,000 base plus a 5% bonus, depending on experience. HP

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JOB OVERVIEW

Salary

$140,000 - $170,000

Experience level

Senior

Location

Oak Park, IL

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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