Chicago, IL
Associate Client Advisor

The successful candidate will be primarily responsible for working with our Client Advisors to deliver wealth management services to sophisticated UHNW families.

Fulfilling these responsibilities will involve:
• Organize and prepare materials for regular client meetings that occur 2-4 times per year
• Attend and participate in all Chicago area (and possibly out of town) client meetings and prepare the follow-up letter and action lists associated with each client meeting
• Monitor and implement client-agreed action items, which most importantly requires working directly with clients to ensure proper execution of all investment documents
• Review quarterly client reporting package and participate in quarterly calls with the client to review the materials
• Assist in the development and implementation of customized asset allocation and wealth transfer strategies for the client
• Work with the client’s outsourced tax, legal and other experts to help facilitate tax, wealth transfer, and philanthropic planning goals
• Assist in the preparation of new business development presentations
• Participate in other internal firm initiatives


Successful candidates will possess the following key skills and abilities:

• A strong commitment to provide exceptional client service in our energetic, disciplined, and team-oriented environment
• Consistently high attention to detail, accuracy, thoroughness, and execution
• Strong analytical skills
• Outstanding written and oral communications skills
• Demonstrated strength in Microsoft Office suite, particularly Excel
• Familiar with various investment asset classes and basic investment concepts, including alternative investments
• Ability to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this position
• Firm requires all employees to be vaccinated unless applicable Medical / Religious Exemption is met

Experience Level
We are seeking a candidate with:

• At least three years of financial planning, family office, tax, or investment working experience with high-net-worth families
• CPA, CFP, or MBA is a plus Benefits
• Medical, Dental & Vision (HSA, FSA options)
• Employer Paid Life Insurance
• Employer Paid Short Term Disability
• Employer Paid Parental Leave (12 weeks)
• Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance
• 401(k)
• Flex Schedules
• 15 Vacation Days, 5 Sick Days, 1 Floating Holiday
• Education Reimbursement Programs