Senior Private Wealth Advisor | Single Family Office
ecg resourcesEvanston, IL
Senior Private Wealth Advisor | Single Family Office
ecg resourcesEvanston, IL
10 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
Senior Private Wealth Advisor | Single Family Office | Chicago | HybridAn established $15 billion single-family office is seeking a Senior Private Wealth Advisor to work directly with multigenerational UHNW families, execute sophisticated financial planning strategies and manage advisory team members. Based in downtown Chicago, this opportunity offers a hybrid schedule of three days in the office and two remote. This is a hands-on wealth planning and family relationship role, not a position focused primarily on investment management. The ideal candidate combines deep technical planning expertise with sound judgment, strong communication and the ability to turn recommendations into action.
Key Responsibilities:
- Build and manage trusted relationships with UHNW family members across generations
- Develop and implement comprehensive financial plans addressing complex trust, estate, cash flow, gifting and related wealth planning needs
- Analyze trust and business entity agreements, model planning scenarios and develop practical recommendations
- Lead client discussions, explain complex concepts clearly and navigate sensitive family matters with discretion
- Coordinate with internal specialists, attorneys, accountants and other professionals to carry planning recommendations through implementation
- Manage and develop team members, set priorities, review work and ensure timely follow-through
- Identify issues across planning disciplines and involve appropriate specialists
- Contribute expertise and hands-on support within a collaborative advisory team
Qualifications:
- 5+ years of relevant wealth advisory and financial planning experience, with substantial direct responsibility for multigenerational UHNW clients
- Deep technical expertise in a planning discipline, such as trust and estate planning, supported by strong generalist knowledge
- Demonstrated experience personally developing and implementing complex financial plans
- Experience managing team members and coordinating competing client priorities
- Excellent judgment, communication, organizational and execution skills
- A collaborative approach, with the ability to lead while remaining actively involved in client work Candidates should bring established financial planning expertise alongside client relationship and leadership experience.
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JOB OVERVIEW
Experience level
Senior
Location
Evanston, IL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
10 days ago
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