Junior Advisor – Single-Family Office | Detroit, MI (Hybrid). Company Overview. A private, single-family office in Detroit providing comprehensive wealth management, investment advisory, and lifestyle services to multigenerational families. The team is committed to collaboration, professional growth, and delivering best-in-class client service. Position Summary. The Junior Advisor supports the delivery of integrated wealth management services and...
Excellent opportunity for a Tax Senior seeking to transition into wealth planning. (training provided). This. non-sales. position offers exposure to sophisticated planning, investments, and trusts within a well-established Chicago Single Family Office. An established Single Family Office in Chicago is seeking a planner to join its growing Wealth Advisory team. This is an excellent opportunity to work in a sophisticated, collaborative, and dynamic...
A long-established, private family office in downtown Chicago is seeking an experienced. Wealth Advisor. to join its collaborative and professional team. The firm provides comprehensive wealth management, trust administration, and financial planning services to multiple generations of an ultra-high-net-worth family. This role offers exposure to complex investment structures, estate planning strategies, and family governance, all within a collegia...
Senior Estate Planning – UHNW Families – Senior Associate / Partner level candidates. This firm is seeking a highly experienced estate planning professional to design and deliver advanced wealth transfer, estate, and business succession strategies for ultra-high-net-worth (UHNW) families and family offices nationwide. In this senior role, this senior advisor will serve as a subject matter expert—reviewing complex planning structures, advising on ...
Senior Estate Planning – UHNW Families – Senior Associate / Partner level candidates. This firm is seeking a highly experienced estate planning professional to design and deliver advanced wealth transfer, estate, and business succession strategies for ultra-high-net-worth (UHNW) families and family offices nationwide. In this senior role, this senior advisor will serve as a subject matter expert—reviewing complex planning structures, advising on ...
Senior Wealth Advisor | Chicago (Hybrid). The Senior Wealth Advisor at this multi-generational private family office plays a key role in guiding sophisticated clients through complex financial, investment, and estate planning strategies. This position involves managing high-net-worth relationships, leading financial planning initiatives, and collaborating with internal teams and external advisors to deliver comprehensive wealth solutions. Key Res...
Small, Dynamic Multi-Family Office seeks a Senior Wealth Advisor to pursue and acquire Investment Management clients. Key Responsibilities. Business Development (75%): Identify and pursue prospective clients through targeted outreach, networking, and marketing initiatives to drive firm growth. Client Relationship Management (25%): Build and maintain long-term relationships by understanding each client’s financial goals, needs, and risk tolerance....
A privately held, multi-generational family office is seeking a Senior Client Representative to join its Family Services team. Reporting to the Head of Family Services, this individual will deliver a broad range of personalized financial, administrative, and lifestyle management services to family members, trusts, and related entities.The ideal candidate will bring strong organizational and relationship management skills, sound financial judgment...
A privately held, multi-generational family office is seeking a Senior Client Representative to join its Family Services team. Reporting to the Head of Family Services, this individual will deliver a broad range of personalized financial, administrative, and lifestyle management services to family members, trusts, and related entities.The ideal candidate will bring strong organizational and relationship management skills, sound financial judgment...
A well-established financial planning and advisory firm based in. North Carolina. is seeking a. Wealth Planning Associate. to join its collaborative team. This individual will play a key supporting role across all areas of planning and analysis, working closely with senior professionals throughout the firm. The ideal candidate will be highly analytical, detail-oriented, and comfortable working in Excel and PowerPoint. The firm welcomes a wide ran...
Senior Trust Administrator. 📍. Chicago, IL (Hybrid: 3 days in office / 2 days remote). About the Firm. A full-service private family office providing. alternative investment management. . trust services. and. integrated wealth management. to four generations of one of our founding families. The office supports a broad range of family households across complex. investment partnerships, trusts, and foundations. . The culture is highly. collaborati...
25 year established RIA seeks a Private Client Associate to service their UHNW clients. Acting as a key point of contact for clients, in conjunction with the firm’s senior advisors. Regularly interfacing with HNW clients in a proactive manner, solving client issues and. handling requests promptly and professionally. Responding to client inquiries on a wide variety of topics related to the firm’s services, and. identifying when to include addition...
