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
• 7+ years independently managing complex ultra-high-net-worth clients
• Demonstrated success managing multi-entity, multi-generational relationships