Sr Wealth Advisor

Michigan, IN - USA

Monthly Salary: Not Disclosed

Posted on: 19 hours ago

Vacancies: 1 Vacancy

Job Summary

Senior Wealth Advisor

Location: Michigan
Company: Private Single-Family Office

A private single-family office based in Michigan is seeking a Senior Wealth Advisor to deliver comprehensive high-touch wealth management services to multi-generational families. This role serves as the primary advisor and relationship lead providing integrated financial guidance while coordinating with internal teams and external professionals.

Key Responsibilities

Serve as the primary point of contact for a select group of family members
Provide holistic wealth management advice including:
- Asset allocation and investment strategy
- Estate and wealth transfer planning
- Income tax planning coordination
- Trust management and administration
- Risk management and insurance planning
- Philanthropy legacy planning and financial education
Act as the quarterback for all client financial matters coordinating with attorneys CPAs investment managers and other advisors
Lead client review meetings and prepare clear concise presentation materials
Oversee and coordinate all client-related activity across the family office
Ensure timely accurate and high-quality delivery of services
Identify opportunities to enhance best practices and operational efficiency

Qualifications

10 years of experience in wealth management family office private banking or similar advisory roles
Bachelors degree in finance economics accounting or related field
CFP CFA CPA or JD strongly preferred
Experience working with ultra-high-net-worth individuals and multi-generational families
Strong communication relationship management and leadership skills
High degree of professionalism discretion and attention to detail

Required Experience:

Senior IC

Senior Wealth AdvisorLocation: MichiganCompany: Private Single-Family Office A private single-family office based in Michigan is seeking a Senior Wealth Advisor to deliver comprehensive high-touch wealth management services to multi-generational families. This role serves as the primary advisor and ...