Senior Advisor

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

Key Skills

Computer Hardware,Loan Processing,Sales Experience,Continuous Integration,Iis,Risk Management,Banking,Strategic Planning,Curriculum Development,Administrative Experience,Program Design,negotiation

Employment Type : Advisor

Experience : years

Vacancy : 1