Sr Wealth Advisor
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
Bachelor’s 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
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