Join Our Team


We are a 20-year old boutique investment management and financial planning firm that delivers premium level servicing to a group of high net worth clients.   As a fiduciary fee-only firm we provide unbiased comprehensive financial advice across all disciplines of personal financial management with a significant focus on tax efficiency and tax planning.   We offer a professional culture with a competitive compensation and benefits package.  Our offices are conveniently located in downtown Chicago. 


We are currently hiring the following role(s):  


Part-Time Clerical


We accept resumes to stay on file for future financial or tax position openings, please email your resume to

Careers at Trinity Financial Advisors, Chicago, Illinois