SFO Wealth Planner

SFO Wealth Planner Employer ECG Resources, Inc. Location Chicago, Illinois Salary Mid hundreds package depending on experience Closing date Mar 8, 2026 Job Details Company Job Details SFO Wealth Planner | Chicago (Hybrid) The Senior Wealth Planner 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 Responsibilities: Build and maintain strong relationships with family clients and related entities Lead client meetings and presentations, both in-person and virtually Mentor and develop junior advisors and associates Analyze trusts, business agreements, and estate planning scenarios Prepare financial plans, cash flow projections, and coordinate tax and compliance activities Facilitate complex transactions, including gifting, capital calls, and distributions Collaborate with banks, investment managers, accountants, attorneys, and other professional advisors Qualifications and Experience: 4+ years in wealth planning or wealth management with strong planning skills Strong technical knowledge of tax, estate, financial planning, and investments High standards of professionalism, discretion, and client service Strong organizational skills and proficiency with financial planning and CRM software Bachelor’s degree required; advanced degrees or professional certifications a plus CFP designation preferred; candidates actively pursuing certification are encouraged to apply. Firm will cover certification costs. This role offers the opportunity to contribute to a dynamic, collaborative environment while managing sophisticated financial strategies across multiple generations of clients.