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Senior Wealth Strategy Architect
Job in
Detroit, Wayne County, Michigan, 48228, USA
Listed on 2026-09-07
Listing for:
Waldron Private Wealth
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Waldron Private Wealth in Detroit seeks a Wealth Advisory Strategist to execute its financial planning process, including analysis, client deliverables, and technical planning topics. You will manage client engagements, develop investment ideas, and coordinate with families and professionals to deliver holistic advice across tax, estate, and cash flow planning.
Ideal candidates hold CFP or CFA or CPA and have 3+ years in wealth management serving high-net-worth families; a master’s degree is
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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