Senior Wealth Advisor

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

Job summary

SNFout in Chicago seeks a Senior Wealth Advisor to guide multi-generational family decisions in investments, taxes and estate planning within a private family office. The role is a hybrid Chicago position with a client-focused service model across generations.

You will own relationships, lead meetings in person or virtual formats, mentor junior staff, and coordinate tax/compliance work with CPAs and attorneys. Requires 5+ years in the field; 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.
• Bachelor's degree required; CFP, CPA or JD preferred.

Responsibilities

• Own relationships with family members and 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/compliance work.
• Handle gifting, capital calls and distributions.
• Work with banks, investment managers, CPAs and attorneys.

Skills

Client relationship management

Mentoring

Financial planning

Presentations

Analytical thinking

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.

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