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