More jobs:
Senior Wealth Planner
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-09-06
Listing for:
ECG Resources, Inc.
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Senior Wealth Planner | Chicago Single-Family Office
This is a hands-on financial planning role within a prominent Chicago single-family office, focused on helping family members, including younger generations, make thoughtful financial decisions and understand their wealth.
Key Responsibilities
- Develop and present comprehensive financial plans, including cash flow and long-term projections.
- Integrate trusts, gifting, estate planning and tax considerations into planning strategies.
- Serve as a trusted point of contact for family members and provide clear, practical guidance.
- Partner with internal tax, legal and investment teams to deliver coordinated advice.
- Help improve planning tools, processes and financial education initiatives.
Qualifications and Experience
- 7+ years of client-facing financial or wealth planning experience
- Experience working with HNW or UHNW clients
- Strong proficiency with eMoney, Vanilla, Money Guide Pro or similar software
- Knowledge of estate planning, trusts, gifting, taxation and investment principles
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×