Wealth Associate
Hybrid · Michigan, United States
Job Summary
Wealth Associate supports Wealth Advisor in delivering comprehensive wealth management services to high-net-worth individuals and related trusts/entities, handling investment planning, cash management, estate and tax coordination, and asset transactions (e.g., real estate, aircraft, marine vessels). Responsibilities include preparing financial reports and client materials, reviewing cash flow projections and budgets, supporting charitable giving, overseeing general ledger activity, coordinating with Accounts Payable, Tax, and lifestyle teams, and maintaining discretion and confidentiality. Requires a Bachelor's degree in a related field, 2–5 years of relevant experience with high-net-worth clients, strong accounting and financial modeling skills, and advanced Excel/PowerPoint proficiency. This is a full-time role with a hybrid schedule (up to two remote days per week after 90 days) and occasional extended hours as needed.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 2–5 years of relevant experience with high-net-worth individuals or family entities (trusts, partnerships, LLCs)
- Experience in tax or audit strongly preferred
- Solid understanding of accounting principles and financial modeling
- Advanced proficiency in Microsoft Excel and PowerPoint, including financial modeling and presentation development
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