Senior Wealth Advisor, UHNW
Succession Planning
Chicagoland
Overview
Independent, multi-billion-dollar multi-family office / registered investment advisor in the Chicago metro area is seeking a Senior Wealth Advisor to serve as a trusted partner and primary relationship manager to a select group of the firm’s most complex ultra-high-net-worth and family office clients ($100M+ clientele).
Highlights
- Clear path toward equity ownership in a 100% employee-owned firm
- Assume lead responsibility for a portfolio of the firm’s largest and most sophisticated client relationships transitioning from firm managing partners
- Advise first-generation entrepreneurial wealth creators and their families, delivering comprehensive financial planning, advanced estate and tax planning, investment management, risk management, multi-generational business succession planning, and family governance
- Opportunity to participate in future firm growth by assuming responsibility for additional complex, high-net-worth client relationships, both existing and newly developed
- Provide leadership in the continued development and enhancement of a high-touch family office platform
- Flexible schedule including two remote days per week
- $250,000+ first year compensation package
Requirements
- Professional designation required (CFP®, CPA, or CFA®), with CFP® preferred
- Demonstrated success managing multi-entity, multi-generational relationships
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