Wealth Planning Associate — Family Office (Hybrid)

ECG Resources, Inc.; Chicago (IL); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Chicago is seeking a Financial Planner to join its Wealth Advisory team. This full-time, non-sales position offers a hybrid work schedule and focuses on sophisticated planning, investments, and trusts. Candidates should have 3+ years' experience in wealth management or related fields, with strong analytical and interpersonal skills. The role involves coordinating tax planning, preparing charitable gifts, and supporting wealth planning services for a distinguished family. Training is provided for Tax Seniors transitioning into this role.

Qualifications

• 3+ years of experience in wealth management, CPA, or law firm.
• Strong analytical and interpersonal skills.
• Ability to handle multiple projects with attention to detail.

Responsibilities

• Coordinate tax planning and compliance with external tax professionals.
• Prepare and track charitable and personal gifts of stock and cash.
• Model cash flow, estate and tax planning scenarios.

Skills

Wealth management

Financial planning

Analytical skills

Interpersonal skills

Project management

Job description

A leading financial services firm in Chicago is seeking a Financial Planner to join its Wealth Advisory team. This full-time, non-sales position offers a hybrid work schedule and focuses on sophisticated planning, investments, and trusts. Candidates should have 3+ years' experience in wealth management or related fields, with strong analytical and interpersonal skills. The role involves coordinating tax planning, preparing charitable gifts, and supporting wealth planning services for a distinguished family. Training is provided for Tax Seniors transitioning into this role.