Senior Wealth Advisor

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-Day Own relationships with family members and their related entitiesRun client meetings and presentations, in person and virtuallyMentor and develop junior advisors and associatesAnalyze trusts, business agreements and estate planning scenariosBuild financial plans and cash flow projections and coordinate individual tax and compliance workHandle gifting, capital calls and distributionsWork 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