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Senior Wealth Advisor - Ultra High Net

Job in Worth, Cook County, Illinois, 60290, USA
Listing for: Leah Yosef International
Full Time position Listed on 2026-11-08
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 400000 USD Yearly USD 400000.00 YEAR

Job Description & How to Apply Below

$100B+ AUM Multi-Family Office seeks a Senior Wealth Advisor to inherit ultra-high net worth client relationships ranging from $10M to $100M+ in AUM. Clear path to Market Leader, Managing Director, and broader firm leadership if desired. Immediate equity opportunity.

Highlights

  • Advise ultra-high net worth families, foundations, and endowments across comprehensive wealth planning, complex tax and estate strategies, investments, family office services, and philanthropy.
  • National firm delivering sophisticated family office capabilities and highly customized investment portfolios across public markets, concentrated equity, alternatives, and private investments for ultra-high net worth families.
  • Participate in regional and executive leadership through firmwide committees and strategic initiatives.
  • Revenue payout on portable assets in addition to competitive base/bonus compensation.
  • Immediate partnership opportunity
  • $400,000+ first year cash compensation inclusive of competitive base compensation, guaranteed bonuses, and a clear career track multiple seven figures

Position Requirements

10+ Years work experience
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