ecg resourcesEvanston, IL
Senior Private Wealth Advisor | Single Family Office
Senior Private Wealth Advisor | Single Family Office
Senior Private Wealth Advisor | Single Family Office
ecg resourcesEvanston, IL
5 days ago
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Senior Private Wealth Advisor | Single Family Office | Chicago | HybridAn established $15 billion single-family office is seeking a Senior Private Wealth Advisor to work directly with multigenerational UHNW families, execute sophisticated financial planning strategies and manage advisory team members. Based in downtown Chicago, this opportunity offers a hybrid schedule of three days in the office and two remote. This is a hands-on wealth planning and family relationship role, not a position focused primarily on investment management. The ideal candidate combines deep technical planning expertise with sound judgment, strong communication and the ability to turn recommendations into action.
Key Responsibilities:
- Build and manage trusted relationships with UHNW family members across generations
- Develop and implement comprehensive financial plans addressing complex trust, estate, cash flow, gifting and related wealth planning needs
- Analyze trust and business entity agreements, model planning scenarios and develop practical recommendations
- Lead client discussions, explain complex concepts clearly and navigate sensitive family matters with discretion
- Coordinate with internal specialists, attorneys, accountants and other professionals to carry planning recommendations through implementation
- Manage and develop team members, set priorities, review work and ensure timely follow-through
- Identify issues across planning disciplines and involve appropriate specialists
- Contribute expertise and hands-on support within a collaborative advisory team
Qualifications:
- 5+ years of relevant wealth advisory and financial planning experience, with substantial direct responsibility for multigenerational UHNW clients
- Deep technical expertise in a planning discipline, such as trust and estate planning, supported by strong generalist knowledge
- Demonstrated experience personally developing and implementing complex financial plans
- Experience managing team members and coordinating competing client priorities
- Excellent judgment, communication, organizational and execution skills
- A collaborative approach, with the ability to lead while remaining actively involved in client work Candidates should bring established financial planning expertise alongside client relationship and leadership experience.
Also on the board Same function, level within a rung
Level
Senior
Location
Evanston, IL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
5 days ago