Eastgate Capital Advisors LLC is a rapidly growing multi-family office in Winnetka, IL just steps from the Metra North Line train station. Eastgate helps families with their complex multi-generational needs focusing on administration of family office needs including asset allocation, estate plan administration, tax and accounting support and private investment support in addition to serving families many individually-determined needs. We are seeking to partner with career minded individuals possessing strong work ethic, highly developed communication and organization skills with exceptional attention to detail for the long-term. We are located in an ideal setting to support staff needing some flexibility in scheduling, with a primary focus of in-office work. Career growth is supported in many varying ways depending upon the individual’s needs and interests. All team members are expected to either have or take the Series 65 securities exam and work toward the CFP designation if not already in possession of academic or professional designations. Academic experience in economics, finance, accounting law and business are all helpful background for the many various services we may be called upon to provide.

Please email us or call 312-690-4900 to express your interest in any of our available positions.

Wealth Management Administration

We are looking for a career-minded, organized and collaborative person to join our multi-family office and wealth management team as a Wealth Management Administrator.

Eastgate is a small fast-growing entrepreneurial firm. The successful candidate will perform varied administrative tasks from basic through high level client-facing functions and everything in between. The role requires extensive use of numerous computer applications including Schwab Advisor Center, Sales Force, Black diamond, DocuSign, Microsoft Office, and Right Capital Financial Planning among others. We will train the successful candidate who has a curious self-starting personality.

We offer a supportive work environment and open growth potential with career paths to help you reach your aspirations. The role requires detail orientation and the ability to muti-task while prioritizing workflow.

We are seeking candidates that can thrive working in an entrepreneurial environment as a team player with a willingness to complete diverse tasks to reach firm goals.

Qualifications include a college degree. This role is full-time at the Winnetka, IL office near the Metra North Line train station.

Wealth Management Associate

We are looking for a career-minded, organized and collaborative person to join our multi-family office and wealth management team as a Wealth Management Associate.

Eastgate is a small fast-growing entrepreneurial firm. The successful candidate will primarily perform operational tasks such as account opening, client service, bookkeeping, file management, database maintenance, billing and client reporting. The role requires extensive use of numerous computer applications including Schwab Advisor Center, Sales Force, Black Diamond, DocuSign, Microsoft Office, Right Capital Financial Planning, QuickBooks and WordPress among others. We will train the successful candidate who has a curious self-starting personality.

This role may be filled by a person needing flexible hours. For example, possible hours might be 9am-3 pm daily, or certain days of the week. We offer a supportive work environment and growth potential with career paths to help you reach your personal and professional aspirations. The role requires detail orientation and the ability to muti-task while prioritizing workflow. We are seeking candidates that can thrive working in an entrepreneurial environment as a team player with a willingness to complete diverse tasks to reach firm goals.

Qualifications include a college or advanced degree. Work experience in finance, law, accounting and/or professional qualifications are a plus.

This role is full-time at the Winnetka office which is near the Metra North Line train station. Must be willing to take the Series 65 security exam and pursue CFP designation if not already completed.