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.

Bookkeeper

Eastgate is a rapidly growing multi-family office and wealth management firm serving ultra-high-net-worth and high-net-worth families. We are seeking a polished and detail-oriented bookkeeper to support the founder, staff, and client-related accounting and financial administration needs.

The successful candidate will bring high energy, professionalism, and a positive attitude to a collaborative and supportive culture. You will work alongside highly educated, accomplished colleagues and interact with sophisticated clients who require exceptional accuracy, discretion, and service.

The successful candidate will possess highly developed organizational and accounting skills, with the ability to manage multiple priorities while maintaining meticulous attention to detail. This role will focus on bookkeeping, accounting, financial reporting, cash management, account reconciliations, bill payment processing, expense tracking, and coordination with internal staff and external advisors.

A high degree of computer literacy is expected, including proficiency in Microsoft Office applications and experience with QuickBooks. Experience with Salesforce and other financial and operational software platforms is a plus.

Responsibilities include:

• Maintaining accurate financial records and general ledger accounts
• Processing accounts payable and accounts receivable transactions
• Bank, credit card, and investment account reconciliations
• Managing bill payments and cash flow reporting
• Preparing financial reports and account summaries
• Assisting with budgeting and financial analysis
• Coordinating with tax professionals, attorneys, and other advisors as needed
• Maintaining strict confidentiality regarding client and firm financial information

A bachelor’s degree is required. Candidates with demonstrated accounting, bookkeeping, or financial operations experience are encouraged to apply. Familiarity with trusts, estates, investments, family office operations, and wealth management environments is highly valued. Professional certifications such as CPA, CMA, and QuickBooks certification are not required but are a plus.

This position requires on-site rather than remote work. Flexible working hours can be arranged.

Eastgate is located in Winnetka, Illinois, just steps from the Metra North Line station near shops, restaurants, and grocery stores.

Please email your resume and cover letter to mail@eastgateca.com or call (312) 690-4900 to express interest in this position.

Financial Planner

Eastgate · Winnetka, Illinois · Full-Time, On-Site

About the Role

Eastgate is a rapidly growing boutique multi-family office and wealth management firm serving ultra-high-net-worth and high-net-worth families. We are seeking a polished and analytical Financial Planner to support the firm’s advisors and client families through comprehensive financial planning and wealth management services.

The successful candidate will bring high energy, professionalism, and a client-first mindset to a positive and supportive culture. You will work alongside highly educated, accomplished colleagues while helping sophisticated clients navigate complex financial situations requiring exceptional attention to detail, discretion, and service.

The successful candidate will possess strong analytical, organizational, and communication skills, with the ability to manage multiple priorities and deliver high-quality work product. This role will focus on developing and maintaining comprehensive financial plans, analyzing client financial situations, preparing planning recommendations, and supporting ongoing client service initiatives.

Responsibilities

• Developing and maintaining comprehensive financial plans for client families using eMoney
• Gathering, organizing, and analyzing client financial information
• Preparing retirement, cash flow, education, insurance, tax, and estate planning analyses
• Assisting advisors with client meeting preparation and follow-up
• Creating financial planning presentations and reports
• Monitoring client progress toward financial goals and updating planning assumptions as needed
• Coordinating with attorneys, accountants, and other professional advisors
• Supporting investment planning discussions and wealth management initiatives
• Maintaining strict confidentiality regarding client and firm information

Qualifications

• Education: Bachelor’s degree required, preferably in Finance, Financial Planning, Economics, Accounting, Business, or a related field.
• Experience: Candidates with demonstrated financial planning experience are encouraged to apply. Experience working with high-net-worth or ultra-high-net-worth families, family offices, or wealth management firms is a significant plus.
• Knowledge: Familiarity with trusts, estates, investments, tax planning, and wealth transfer strategies is highly valued.
• Designations: CFP certification, or progress toward obtaining it, is strongly preferred.
• Technology: A high degree of computer literacy is expected, including proficiency with Microsoft Office and advanced experience with eMoney financial planning software. Familiarity with CRM systems such as Salesforce and other wealth management technology platforms is a plus.

Work Schedule

This position is on-site (not remote). Full-time hours are at least 40 hours per week, Monday through Friday. Occasional work outside standard business hours may be required based on the needs of the firm and clients.

Location

Eastgate is located in Winnetka, Illinois, just steps from the Metra North Line station and near shops, restaurants, and grocery stores.

How to Apply

Email your resume and cover letter to mail@eastgateca.com or call (312) 690-4900 to express interest in this position.