Single Family Office - Wealth Advisor

ECG Resources, Inc. · Chicago, Illinois

FULL TIME

Job Description

Single Family Office – Wealth Advisor | Chicago | Hybrid

An established Single Family Office in downtown Chicago is seeking a Wealth Advisor to join its collaborative team serving multiple generations of an ultra-high-net-worth family.

This opportunity offers hands-on involvement in sophisticated financial planning, direct client relationships, and exposure to complex trusts and family entities. Work alongside experienced professionals across wealth advisory, investments, and trust services, with no business development responsibilities.

Key Responsibilities

Develop financial planning analyses covering cash flow, taxes, and estate planning strategies
Review trust and business entity agreements, prepare summaries, and model planning scenarios
Build relationships with family members and participate in client meetings
Coordinate with attorneys, accountants, investment professionals, and other advisors
Support tax coordination, charitable giving, and broader family office needs
Oversee follow-through on client requests, account activity, and planning implementation

Qualifications
3-7 years of relevant experience, including direct work with high-net-worth clients
Hands-on financial planning experience within wealth management, a private bank, or a family office

Company	ECG Resources, Inc.
Location	Chicago, Illinois
Type	FULL TIME
Niche	Full-time

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Single Family Office - Wealth Advisor

Job Description

· Strong analytical, communication, and organizational skills