Financial Planner

2021-09-29T16:40:31+00:00 August 3rd, 2021|

Downtown Chicago

Are you in the wealth management industry looking for a new path in your career to build ongoing client relationships with generations of family members? If yes, today is the day to make that change.

Our highly-regarded client is a well-established, multi-generational family office in Chicago. Our client is looking to add an experienced Financial Planner to the client service team. The individual hired into this newly-created position will work on all aspects of financial management, associated implications of private equity deal transactions, and related cash management activities of three family lines.


  • Manage client relationships and provide financial advising services to family office clients.
  • Conduct quarterly meetings with family members, including reviewing a full net worth statement, cash flow projections, and investment purchase & sale information for individuals and entities.
  • Manage cash flows for multiple individuals and entities, and their corresponding investments.
    Participate in the estate planning process, including advising on existing and new entities/initiatives.
  • Assist with tax compliance and planning for individuals and trusts
  • Provide client follow up and other support to senior wealth advisors in the office.
  • Interact with external family advisors, including bankers, attorneys, accountants, and oversee family office analysts.


  • BA/BS in Accounting or Finance preferred
    Certified Financial Planner (CFP) is a plus
  • Minimum of 4 years of direct financial or wealth advising experience, preferred experience of running client meetings independently.
  • Proficient computer skills, including well-versed in the use of Microsoft Excel

Interested and qualified candidates please send resume with cover letter to, apply today!

CMC Consultants Inc. would love to chat with YOU to help YOU start a new career path for Summer 2021

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