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.

• 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

• 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