More jobs:
Wealth Associate, Single Family Office
Job in
Detroit, Wayne County, Michigan, 48228, USA
Listed on 2026-02-15
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Prominent Single-Family Office in the Midwest seeks a Wealth Associate to
collaborate with Wealth Advisors in providing comprehensive wealth management services to UHNW clientele.
The firm serves multi-generational ultra-high net worth families with regards to strategic asset allocation, estate, tax and financial planning, insurance planning, retirement planning, cash flow analysis, trust planning, philanthropic advisory and a full suite of family office services.
Highlights- Serve as the support advisor for a sophisticated client base, with a clear track to advance to a Wealth Advisor
- Excellent opportunity for career development, mentorship and training
- Prepare statements, reports, and projections, in addition to managing liquidity, collecting and reviewing tax data, and overseeing general ledger
- Competitive compensation package includes competitive base compensation in the $100,000 - $120,000 range, performance-based bonuses, and excellent benefits
- 3+ years experience with high net worth tax or financial planning
- Advanced proficiency in Microsoft Excel and Power Point
Position Requirements
10+ Years
work experience
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