Senior Wealth Advisor

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

Benefits offered by this job

Hybrid work model

No sales quotas

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Education

Bachelor's degree

CFP

CPA

JD

Tools

CRM software

Job description

Want to advise one family across generations instead of chasing a book of hundreds?

Job Title: Senior Wealth Advisor - Chicago

Position Overview

Senior Wealth Advisor - Chicago: A multi-generational private family office is adding a senior advisor to guide family members through complex investment, tax and estate planning decisions. Hybrid schedule in Chicago.

Your Day-to-Day

• 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 individual tax and compliance work
• Handle gifting, capital calls and distributions
• Work with banks, investment managers, CPAs and attorneys

Why Join Us

Senior Wealth Advisor - Chicago offers a collaborative team, no sales quotas and sophisticated planning work across generations.

Qualifications

Senior Wealth Advisor - Chicago: 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. Bachelor's degree required; CFP, CPA or JD preferred.

Compensation: $140,000 - $170,000 base plus a 5% bonus, depending on experience.

HP