UHNW Client Advisor

JCW Group; Chicago (IL); On-site; USD 150,000 - 300,000; Full time

Job summary

JCW Group in Chicago seeks a Client Advisor to service a book of ultra‑high‑net‑worth individuals and families, delivering integrated wealth management across investment management, wealth planning, and related financial needs.

You will build trusted, long‑term relationships with clients and their families, coordinate with estate planning, tax, and investment professionals, and translate complex financial concepts into clear, actionable advice while upholding the highest standards of

Qualifications

• 7+ years of wealth management or related field experience.
• Proven experience serving UHNW clients and complex family wealth structures.
• Familiarity with trust and estate planning and wealth transfer strategies.

Responsibilities

• Serve as a primary point of contact and trusted advisor to UHNW clients and families.
• Develop and deepen long-term relationships through high-touch, advice‑driven service.
• Coordinate with internal investment, planning, tax, and operations teams to deliver comprehensive wealth solutions.
• Provide guidance on complex wealth planning matters including trust and estate planning and gifting strategies.
• Translate complex financial concepts into clear, actionable advice and present to clients.

Skills

Relationship management

Communication

Cross‑functional collaboration

Financial acumen

Education

Bachelor's degree

Job description

Our client is a highly regarded, well established Registered Investment Advisor in the Chicago area is looking for a Client Advisor to service a book of UHNW individuals and families.

This is an opportunity for a sophisticated wealth management professional to serve as a trusted advisor to high-net-worth families, working across investment management, wealth planning, and the broader financial and family needs of clients. The successful candidate will bring strong relationship-management skills, technical knowledge, and the ability to collaborate effectively with estate planning, tax, and investment professionals.

Key Responsibilities

• Serve as a primary point of contact and trusted advisor to a select group of ultra-high-net-worth clients and families.
• Develop and deepen long-term relationships with clients and their families through a high-touch, advice-driven approach.
• Understand clients' financial objectives, family circumstances, investment portfolios, estate plans, and broader wealth planning needs.
• Coordinate with internal investment, planning, tax, and operations teams to deliver comprehensive wealth management solutions.
• Provide guidance on complex wealth planning matters, including trust and estate planning, wealth transfer, gifting strategies, and intergenerational planning.
• Work closely with clients' outside attorneys, accountants, trustees, and other professional advisors.
• Participate in client meetings and presentations, translating complex financial and investment concepts into clear, actionable advice.
• Help identify opportunities to enhance the firm's relationship with existing clients and, where appropriate, support business development and new client acquisition efforts.
• Maintain the highest standards of confidentiality, professionalism, and client service.

Qualifications

• 7+ years of relevant experience in wealth management, private banking, family office, financial planning, or a related field.
• Proven experience working with UHNW clients and complex family wealth structures.
• Experience with Trust and Estate planning, including familiarity with trusts, wealth transfer strategies, gifting, and intergenerational planning.
• Strong understanding of investment management and portfolio construction.
• Excellent interpersonal and communication skills, with the ability to establish credibility and trust with sophisticated clients.
• Ability to work collaboratively across investment, planning, tax, legal, and operational disciplines.
• Bachelor's degree required; advanced education is a plus.
• A fiduciary mindset and genuine commitment to putting clients' interests first.