Advisor

Wealth Advisor – Single Family Office

Location: Chicago, IL | Hybrid (3 Days In-Office / 2 Remote)

Position Overview

ECG Resources is conducting a search for a Wealth Advisor to join a prestigious, well-established Single Family Office in downtown Chicago.

This is an excellent opportunity to work in a collaborative, sophisticated environment providing comprehensive wealth advisory, financial planning, and trust-related services to multiple generations of a prominent family.

The Wealth Advisor will work closely with the Wealth Advisory team and report to the Wealth Advisory Team Leader.

Key Responsibilities

• Develop and maintain strong relationships with family clients and professional advisors.

• Assist with comprehensive financial, tax, estate, and wealth transfer planning.

• Coordinate tax planning and compliance activities with outside professionals.

• Review trust and business entity agreements and assist with planning strategies.

• Collaborate with investment managers, attorneys, accountants, and other advisors.

• Coordinate client transactions, account administration, and charitable gifting.

• Participate in client meetings and provide ongoing advisory support.

Qualifications

• Bachelor's degree required, preferably in business, finance, or a related discipline.

• Minimum of 3 years of relevant financial advisory experience.

• Experience in wealth management, financial services, or a family office environment.

• Proficiency in Excel, financial planning software such as eMoney, and CRM systems.

• Strong interpersonal, analytical, and organizational skills.

• High level of professionalism, discretion, and client service.

Compensation & Benefits

Competitive compensation based on experience, along with a comprehensive benefits package including medical, dental, disability and life insurance, 401(k), and parental leave.