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Wealth Planning Associate — Family Office; Hybrid
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2025-12-07
Listing for:
ECG Resources, Inc.
Full Time
position Listed on 2025-12-07
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
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.
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Position Requirements
10+ Years
work experience
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