Generational Wealth Advisor - Private Family Office (Hybrid, Chicago)

Snfout; Oak Park (IL); Hybrid; USD 140.000 - 170.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

No sales quotas

Zusammenfassung

Apploi in Chicago seeks a Senior Wealth Advisor to guide a multi-generational family through investments, tax and estate planning in a hybrid work setting.

You will own client relationships, run meetings (in person and virtual), mentor junior advisors, analyze trusts and estate issues, and coordinate tax work and cash flow planning. A Bachelor's degree is required; CFP, CPA or JD preferred.

Qualifikationen

• 5+ years in financial advisory, family office or wealth management.
• Bachelor's degree required; professional certifications preferred.
• CFP, CPA or JD preferred; discretion and polish essential.

Aufgaben

• Own relationships with family members and their related entities.
• Run 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 and coordinate tax work.
• Handle gifting, capital calls and distributions.
• Work with banks, CPAs and attorneys.

Ausbildung

Bachelor's degree

CFP

CPA

JD

Tools

CRM software

Jobbeschreibung

Apploi in Chicago seeks a Senior Wealth Advisor to guide a multi-generational family through investments, tax and estate planning in a hybrid work setting.

You will own client relationships, run meetings (in person and virtual), mentor junior advisors, analyze trusts and estate issues, and coordinate tax work and cash flow planning. A Bachelor's degree is required; CFP, CPA or JD preferred.