SFO Wealth Planner | Chicago (Hybrid)

The Senior Wealth Planner at this multi-generational private family office plays a key role in guiding sophisticated clients through complex financial, investment, and estate planning strategies. This position involves managing high-net-worth relationships, leading financial planning initiatives, and collaborating with internal teams and external advisors to deliver comprehensive wealth solutions.

Key Responsibilities:

• Build and maintain strong relationships with family clients and related entities
• Lead client meetings and presentations, both in-person and virtually
• Mentor and develop junior advisors and associates
• Analyze trusts, business agreements, and estate planning scenarios
• Prepare financial plans, cash flow projections, and coordinate tax and compliance activities
• Facilitate complex transactions, including gifting, capital calls, and distributions
• Collaborate with banks, investment managers, accountants, attorneys, and other professional advisors

Qualifications and Experience:

• 4+ years in wealth planning or wealth management with strong planning skills
• Strong technical knowledge of tax, estate, financial planning, and investments
• High standards of professionalism, discretion, and client service
• Strong organizational skills and proficiency with financial planning and CRM software
• Bachelor’s degree required; advanced degrees or professional certifications a plus

This role offers the opportunity to contribute to a dynamic, collaborative environment while managing sophisticated financial strategies across multiple generations of clients.