ECG RESOURCES | WEALTH MANAGEMENT EXECUTIVE SEARCH
Senior Wealth Advisor
Chicago, IL | Hybrid: 3 Days In Office / 2 Days Remote | Job #1445
Position Overview
Our client, a Chicago-based private family office serving multiple generations of a prominent family, is seeking an experienced Senior Wealth Advisor. The firm provides alternative investment management, trust services, and integrated wealth management. This professional will advise family clients, related entities, and trusts within a collaborative Wealth Advisory team.
Build trusted relationships with family clients and partner with senior advisors on complex advisory matters.
Lead client meetings, financial planning analyses, cash flow projections, and estate planning scenarios.
Review trust and business entity agreements; coordinate tax planning, charitable gifts, and asset transfers.
Collaborate with attorneys, accountants, investment managers, and internal teams.
Mentor colleagues and lead special projects involving estate administration, international taxation, and other complex matters.
At least five years of relevant financial advisory experience, including financial services or family office exposure.
Strong technical knowledge of tax, investments, financial planning, or estate planning.
Team leadership skills and proficiency with financial planning and CRM software.
Bachelor’s degree required; JD, MBA, CPA, or CFP® preferred.
Compensation & Benefits
Competitive compensation based on experience, plus comprehensive benefits including medical, dental, disability and life insurance, flexible spending plans, parental leave, and 401(k). Moderate travel is expected.
ECG Resources is an executive search firm focused on placing high caliber candidates in strategic roles within the Wealth Management arena throughout the United States. Our industry expertise and commitment to client success has earned us the privilege of long-term relationships spanning small boutique firms to some of the world's largest corporations.
Stability. Expertise. Focus. That’s what has driven our executive search success in the Wealth Management industry for more than 30 years, and it’s what fuels our continued commitment to our clients today.
Teamwork is at the heart of our philosophy, and it is what empowers us to consistently deliver what’s best for our client corporations and candidates. It is integrated into every aspect of our business, from the way in which we share resources to our compensation model which is focused on overall company success vs. individual production. This approach has created a culture that enables our team members to pool our talents together as we place the most qualified candidates into each role.
We are deliberate about hiring only individuals who will embrace this philosophy of cooperation rather than competition. We then carefully nurture and encourage each person to reach their full potential. This ensures candidates find ideal Wealth Management opportunities in which they will advance their careers while clients gain a passionate, dedicated team focused on finding the professionals that will contribute to the organization’s success.
Remaining true to this philosophy has served us and our clients well. We have grown steadily over the years, and have extended our reach to best serve our Wealth Management clients in locations throughout the United States. ECG Resources continues to expand in market share; adding to our staff to meet the needs of a growing number of clients.
