Single Family Office - RM/Senior Wealth Advisor
On-site · Michigan, United States
Job Summary
Senior Wealth Advisor in a Michigan-based single-family office delivers comprehensive wealth management, investment advisory, and lifestyle services to client families. Responsibilities include advising on asset allocation, estate and wealth transfer planning, income tax planning, expense management and financial reporting, philanthropy and legacy planning, risk management and insurance planning, and trust administration. Acts as quarterback and primary point of contact for select family members on personal and business financial matters, collaborates across internal departments, oversees client activity, and ensures timely, flawless delivery of services. The role requires coordinating with external resources to deliver breadth of services and presenting materials at financial review meetings.
Required Qualifications
- Bachelor’s degree in addition to certifications or advanced degrees
- 12+ years of experience with high-net-worth individuals or families (entity structures such as trusts, partnerships)
- Strong communication skills
- Reliable, sophisticated, organized, and capable of prioritizing matters across timeframes
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