Chicago, IL
12/10/2020

Responsibilities:

-Responsible for continual growth and development of Chicago office involving new client development.

-Leading relationships with high net worth and ultra-high net worth clients by providing high touch comprehensive wealth management services;

-Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:

  • Complex analysis and related research related to financial, estate, income tax, and investment planning
  • Developing and presenting solutions across the spectrum of wealth management disciplines for existing and prospective clients
  • Tax planning and preparation for high-net-worth individuals and their related entities
  • Documenting meetings, recommendations and action plans
  • Overseeing implementation of agreed upon recommendations
  • Coordination with members of the client’s advisory team, including: Portfolio managers and operations, Tax advisors, Estate counsel, Other professionals

-Ongoing monitoring and management of the client’s wealth management plan;

-Maintaining an advanced understanding of investments, insurance, taxation, and estate planning

-Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and

-Demonstrated ability to expand scope of existing client relationships and develop new business opportunities.

Requirements:

  • Minimum of 7 years of experience advising clients in a lead role.
  • At least one of the following advanced degrees or designations: CPA, JD, LLM, MST, CFA or CFP
  • An advanced understanding of matters related to income, gift, and estate taxes, investments, employee benefits, insurance, and personal and philanthropic wealth transfer strategies;
  • Experience preparing personal federal and state income tax returns;
  • Bachelor's degree Required
  • Analytical expertise, notable attention to detail, and self-initiated follow-through.