Wealth Advisor | Single Family Office

Overview

A private single-family office in Detroit serving a multigenerational family is seeking an Advisor to support the delivery of integrated wealth management services. The firm provides comprehensive investment, planning, and lifestyle support in a highly collaborative, professional environment with a strong commitment to long-term relationships and client service.

• Advise clients on investment strategy, estate and wealth transfer planning, income tax planning, risk management, philanthropy, trust administration, and financial education
• Prepare and present materials for client review meetings
• Coordinate with internal staff and external specialists as the strategic “quarterback” for client needs
• Oversee and direct all client activity within the family office and maintain clear communication across teams
• Identify opportunities to improve processes and efficiencies

• 5–8 years of experience working with high-net-worth families or complex entity structures
• Highly organized, reliable, client-focused, and able to prioritize in a fast-paced environment
• Strong communication skills and a proactive approach

Hybrid schedule available after 90 days.