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Financial Advisor Wealth Management Financial Consultant

Elite UHNW Wealth Planner - Private Office Lead

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
    Financial Advisor, Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm in Chicago is seeking a Senior Wealth Planner to advise ultra-high-net-worth clients. This role involves crafting tailored wealth plans across various financial strategies including tax optimization and estate planning. The ideal candidate should have over 10 years of experience in financial or tax planning and possess strong project management and communication skills. Join a team-oriented environment that values personalized client service and collaboration.
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