Single Family Office RMSenior Wealth Advisor

Michigan, IN - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Overview
A private single-family office operating in Michigan delivering a full suite of wealth management investment advisory and lifestyle management services to our client families. We partner with best-in-class professionals to educate and offer solutions to serve our clients needs. Our culture and core values are built into everything we do to promote teamwork collaboration growth and development.

The Sr Wealth Advisor is responsible for providing best-in-class comprehensive and integrated wealth management services within a multi-generational single-family office. The Sr Wealth Advisor will act as a resource and primary point of contact to a select number of family member clients on all personal and business financial matters. Responsibilities include being the quarterback and providing advice across a wide array of wealth management subjects including investment allocation cash management asset acquisition and disposal insurance planning estate planning trust management and tax matters. This position collaborates with the firms staff and external business partners to guarantee that all final services rendered are timely and flawless in delivery.

Key Responsibilities
Advise clients on all financial matters including:
o Asset Allocation
o Estate & Wealth Transfer Planning
o Income Tax Planning
o Expense Management & Financial Reporting
o Philanthropy & Legacy Planning
o Risk Management & Insurance Planning
o Trust Management & Administration
o Financial Education & Literacy
Construct review and present meeting materials for assigned clients at financial review meetings
Act as quarterback providing strategic advice on all aspects of the household including specialized topics. Successfully delivering advice will require identifying and liaising with expert resources.
Oversee and direct all client activity and services performed in the family office.
Collaborate with all internal departments to ensure quality timely and consistent delivery of services. Ultimately responsible for ensuring clear communication among all teams in the office.
Assess current company best practices to improve efficiencies

Qualifications and Experience
Bachelors degree in addition to certifications or advanced degrees
12 years of working with high-net-worth individuals or families with entity structures (trust partnerships etc.)
Ideal candidate is reliable sophisticated organized and can prioritize matters that require attention throughout the day or week
Strong communication skills are critical to the role

Required Experience:

Senior IC

OverviewA private single-family office operating in Michigan delivering a full suite of wealth management investment advisory and lifestyle management services to our client families. We partner with best-in-class professionals to educate and offer solutions to serve our clients needs. Our culture a...