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UHNW Wealth Planner — Family Office Lead; Hybrid
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-01-13
Listing for:
ECG Resources, Inc.
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial advisory firm based in Chicago is seeking a Wealth Planner to support ultra-high-net-worth clients. This full-time role involves working closely with senior leadership to deliver sophisticated planning and advisory services. Responsibilities include serving as a key planning partner, guiding junior advisors, and developing financial plans. Ideal candidates will have over 5 years of experience in wealth management along with the necessary educational qualifications and technical skills.
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