Generational Wealth Advisor, Private Family Office

SNFout; Oak Park (IL); Hybrid; USD 140,000 - 170,000; Full time

Job summary

SNFout in Chicago is seeking a Senior Wealth Advisor to guide a multi-generational family through investments, tax and estate planning decisions. The role features a hybrid schedule in Chicago and a collaborative team environment with no sales quotas.

You will own family relationships, run meetings, mentor junior staff, and craft comprehensive financial plans while coordinating with banks, CPAs and attorneys. Bachelor's degree required; CFP/CPA/JD preferred.

Qualifications

• 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.

Responsibilities

• Own relationships with family members and related entities.
• Lead client meetings and presentations, in person and virtually.
• Mentor and develop junior advisors and associates.
• Analyze trusts, business agreements and estate planning scenarios.
• Build financial plans and cash flow projections; coordinate tax and compliance work.
• Handle gifting, capital calls and distributions.

Skills

Investment knowledge

Tax planning

Estate planning

CRM software

Education

Bachelor's degree

CFP/CPA/JD preferred

Tools

CRM software

Job description

SNFout in Chicago is seeking a Senior Wealth Advisor to guide a multi-generational family through investments, tax and estate planning decisions. The role features a hybrid schedule in Chicago and a collaborative team environment with no sales quotas.

You will own family relationships, run meetings, mentor junior staff, and craft comprehensive financial plans while coordinating with banks, CPAs and attorneys. Bachelor's degree required; CFP/CPA/JD preferred.