Private Family Office VP: Strategic Wealth Planner

Goldman Sachs; Chicago (IL); On-site; USD 85,000 - 240,000; Full time

Benefits offered by this job

Healthcare & Medical Insurance

Generous vacation entitlements

Financial wellness programs

On-site fitness centers

Job summary

A global investment firm is seeking a Family Office Advisor based in Chicago, Illinois. The ideal candidate will manage financial planning for a select portfolio of ultra-high net worth families, requiring at least 7 years of experience and advanced degrees in relevant fields. Responsibilities include leading client relationships, providing strategic financial guidance, and collaborating with other professionals for optimal outcomes. This position offers a competitive salary package with comprehensive benefits.

Qualifications

• Minimum of 7 years of experience in financial planning, tax, consulting, or related field.
• Expertise in complex financial planning concepts and investment management.
• Proven track record in ultra-high net worth wealth management.

Responsibilities

• Act as primary point of contact for ultra-high net worth families.
• Develop and execute comprehensive financial strategies.
• Prepare and review sophisticated financial statements.
• Collaborate with attorneys on estate plans.
• Design risk mitigation strategies for client assets.

Skills

Communication

Financial Analysis

Client Relationship Management

Tax Planning

Education

Bachelor’s degree in finance, accounting, or a related field

Advanced degree (MST, MBA, JD, CPA, CFP)

Job description

A global investment firm is seeking a Family Office Advisor based in Chicago, Illinois. The ideal candidate will manage financial planning for a select portfolio of ultra-high net worth families, requiring at least 7 years of experience and advanced degrees in relevant fields. Responsibilities include leading client relationships, providing strategic financial guidance, and collaborating with other professionals for optimal outcomes. This position offers a competitive salary package with comprehensive benefits.