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Single Family Office - Wealth Advisor

  • Single Family Office - Wealth Advisor job type Posted on: Nov 02, 2026
  • Single Family Office - Wealth Advisor experience level ECG Resources, Inc.
  • Single Family Office - Wealth Advisor employment type Chicago, Illinois
  • Single Family Office - Wealth Advisor employment type Onsite
  • Single Family Office - Wealth Advisor salary Full-time

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Job Title :

Single Family Office - Wealth Advisor

Job Type :

Full-Time

Job Location :

Chicago Illinois United States

Remote :

No

Jobcon Logo Job Description :

Single Family Office – Wealth Advisor | Chicago | HybridAn established Single Family Office in downtown Chicago is seeking a Wealth Advisor to join its collaborative team serving multiple generations of an ultra-high-net-worth family.This opportunity offers hands-on involvement in sophisticated financial planning, direct client relationships, and exposure to complex trusts and family entities. Work alongside experienced professionals across wealth advisory, investments, and trust services, with no business development responsibilities.Key Responsibilities• Develop financial planning analyses covering cash flow, taxes, and estate planning strategies• Review trust and business entity agreements, prepare summaries, and model planning scenarios• Build relationships with family members and participate in client meetings• Coordinate with attorneys, accountants, investment professionals, and other advisors• Support tax coordination, charitable giving, and broader family office needs• Oversee follow-through on client requests, account activity, and planning implementationQualifications• 3-7 years of relevant experience, including direct work with high-net-worth clients• Hands-on financial planning experience within wealth management, a private bank, or a family office• Strong analytical, communication, and organizational skills

Jobcon Logo Position Details

Posted:

Nov 02, 2026

Reference Number:

10440_4482726479

Employment:

Full-time

City:

Chicago

Job Origin:

APPCAST_CPC

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Single Family Office – Wealth Advisor | Chicago | HybridAn established Single Family Office in downtown Chicago is seeking a Wealth Advisor to join its collaborative team serving multiple generations of an ultra-high-net-worth family.This opportunity offers hands-on involvement in sophisticated financial planning, direct client relationships, and exposure to complex trusts and family entities. Work alongside experienced professionals across wealth advisory, investments, and trust services, with no business development responsibilities.Key Responsibilities• Develop financial planning analyses covering cash flow, taxes, and estate planning strategies• Review trust and business entity agreements, prepare summaries, and model planning scenarios• Build relationships with family members and participate in client meetings• Coordinate with attorneys, accountants, investment professionals, and other advisors• Support tax coordination, charitable giving, and broader family office needs• Oversee follow-through on client requests, account activity, and planning implementationQualifications• 3-7 years of relevant experience, including direct work with high-net-worth clients• Hands-on financial planning experience within wealth management, a private bank, or a family office• Strong analytical, communication, and organizational skills

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