Senior UHNW Wealth Advisor — Independent Fiduciary

Gresham Partners LLC; Chicago (IL); Hybrid; USD 240,000 - 360,000; Full time

Benefits offered by this job

Salary and performance-based bonus

Profit sharing and 401(k) matching

Generous paid time off

Potential path to partnership

Job summary

Gresham Partners LLC, an independent wealth management firm based in Chicago, is seeking a Senior Client Advisor to lead a select group of ultra-high-net-worth families. You will deliver integrated advice across investment strategy, wealth transfer, tax planning, philanthropy, and governance, translating complexity into clear priorities and disciplined execution.

You will guide a small team in a hybrid Chicago environment, collaborating with external advisors and internal specialists to create

Qualifications

• 10+ years as lead advisor to high-net-worth families or similar clients.
• Advanced degree in finance, law, economics, or related field preferred.
• Desirable professional designations (CPWA, JD, CPA, CFP, CFA, CIMA, MBA).

Responsibilities

• Serve as the primary advisor and trusted partner to ~20 ultra-high-net-worth client households.
• Lead quarterly investment and cash-flow meetings to review performance and spending needs.
• Develop and evolve integrated wealth strategies across asset allocation, estate planning, tax planning, and philanthropy.
• Identify client needs and create customized solutions with colleagues.
• Coordinate with external advisors to ensure alignment across a client’s financial life.
• Work in a team-based model with investment professionals, wealth planners, and client service specialists.
• Stay informed on markets and translate insights into actionable guidance.
• Support new client development through referrals and firm initiatives.
• Contribute to firm best practices and a culture of continuous improvement.

Skills

Client relationships

Financial analysis

Collaboration

Discretion

Communication

Problem solving

Attention to detail

Curiosity

Teamwork

Education

Advanced degree in finance/law/economics

Professional designations (CPWA/JD/CPA/CFP/CFA/CIMA/MBA)

Job description

Gresham Partners LLC, an independent wealth management firm based in Chicago, is seeking a Senior Client Advisor to lead a select group of ultra-high-net-worth families. You will deliver integrated advice across investment strategy, wealth transfer, tax planning, philanthropy, and governance, translating complexity into clear priorities and disciplined execution.

You will guide a small team in a hybrid Chicago environment, collaborating with external advisors and internal specialists to create