Generational Wealth Advisor - Private Family Office; Hybrid, Chicago

Apploi in Chicago seeks a Senior Wealth Advisor to guide a multi-generational family through investments, tax and estate planning in a hybrid work setting.

You will own client relationships, run meetings (in person and virtual), mentor junior advisors, analyze trusts and estate issues, and coordinate tax work and cash flow planning. A Bachelor's degree is required; CFP, CPA or JD preferred.

For the Generational Wealth Advisor
- Private Family Office (Hybrid, Chicago) position at SNFout, we are reviewing applications now.

Step into the Generational Wealth Advisor
- Private Family Office (Hybrid, Chicago) role at SNFout in Oak Park, IL, United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.