Single Family Office - Wealth Advisor

Job Description

Single Family Office - Wealth Advisor Chicago Hybrid

An established Single Family Office in downtown Chicago is seeking a Wealth Advisor to join its collaborative team serving multiple generations of an ultra-high-net-worth family.

This opportunity offers hands-on involvement in sophisticated financial planning, direct client relationships, and exposure to complex trusts and family entities. Work alongside experienced professionals across wealth advisory, investments, and trust services, with no business development responsibilities.

Key Responsibilities

• Develop financial planning analyses covering cash flow, taxes, and estate planning strategies

• Review trust and business entity agreements, prepare summaries, and model planning scenarios

• Build relationships with family members and participate in client meetings

• Coordinate with attorneys, accountants, investment professionals, and other advisors

• Support tax coordination, charitable giving, and broader family office needs

• Oversee follow-through on client requests, account activity, and planning implementation

Qualifications

• 3-7 years of relevant experience, including direct work with high-net-worth clients

• Hands-on financial planning experience within wealth management, a private bank, or a family office

• Strong analytical, communication, and organizational skills