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.