Lead Wealth Advisor UHNW Family Office
Job in
Algonac, St. Clair County, Michigan, 48001, USA
Listed on 2026-02-28
Listing for:
ECG Resources
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Algonac
A private single-family office in Michigan is seeking a Senior Wealth Advisor to provide comprehensive wealth management services. Responsible for delivering integrated financial guidance, the role requires over 10 years of experience in wealth management or related fields. The ideal candidate will have a bachelor’s degree and preferably additional certifications like CFP or CPA. This position involves working closely with ultra-high-net-worth families and coordinating financial matters with various professionals.
High professionalism and attention to detail are essential.
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