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Elite UHNW Wealth Planner - Private Office

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Rockefeller Capital Management
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 200000 - 225000 USD Yearly USD 200000.00 225000.00 YEAR
Job Description & How to Apply Below
A prestigious financial advisory firm in Chicago is seeking a Senior Wealth Planner to provide expert financial guidance to ultra-high-net-worth clients. This role involves deep discovery of client financial situations, developing customized wealth plans, and collaborating with specialists to deliver integrated advice. Candidates should have over 10 years of experience and a proven track record in managing complex client relationships.

The position offers a competitive compensation package of $200,000 - $225,000 along with comprehensive benefits.
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