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David Careers

Wealth Advisor

Posted yesterday

snfoutOak Park (IL)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$140,000 - $170,000

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About the role

Want to advise one family across generations instead of chasing a book of hundreds?
Job Title: Senior Wealth Advisor - Chicago
Position Overview:
  • Senior Wealth Advisor - Chicago: A multi-generational private family office is adding a senior advisor to guide family members through complex investment, tax and estate planning decisions. Hybrid schedule in Chicago.
  • Your Day-to-DayOwn relationships with family members and their related entities
  • Run client meetings and presentations, in person and virtually
  • Mentor and develop junior advisors and associates
  • Analyze trusts, business agreements and estate planning scenarios
  • Build financial plans and cash flow projections and coordinate individual tax and compliance work
  • Handle gifting, capital calls and distributions
  • Work with banks, investment managers, CPAs and attorneys
Why Join Us: Senior Wealth Advisor - Chicago offers a collaborative team, no sales quotas and sophisticated planning work across generations.
Qualifications: Senior Wealth Advisor - Chicago: 5+ years in financial advisory, family office or wealth management; strong command of investments, tax, estate and financial planning; mentoring experience; discretion and polish; comfortable with planning and CRM software. Bachelor's degree required; CFP, CPA or JD preferred.
Compensation: $140,000 - $170,000 base plus a 5% bonus, depending on experience. HP

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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