Company Overview:
A private, single-family office operating in Detroit, MI delivering a full suite of wealth management, investment advisory, and lifestyle management services to our client families. We partner with best-in-class professionals to educate and offer solutions to serve our clients’ needs. Our culture and core values are built into everything we do to promote teamwork, collaboration, growth, and development.

 

Position Summary:
The Wealth Advisor is responsible for providing best-in-class comprehensive and integrated wealth management services within a multi-generational single-family office. This individual will act as a resource and primary point of contact to a select number of family member clients on all personal and financial business matters. Responsibilities include providing advice across investment planning, cash management, asset acquisition and disposal, insurance planning, estate planning, trust management and tax matters. The Wealth Advisor also collaborates with staff and external business partners to guarantee that all final services rendered are timely and flawless in delivery.

 

Duties and Responsibilities:
• Advise clients on all financial matters, including:
o Investment Strategies
o Estate & Wealth Transfer Planning
o Income Tax Planning
o Expense Management & Financial Reporting
o Philanthropy & Legacy Planning
o Risk Management & Insurance Planning
o Trust Management & Administration
o Financial Education & Literacy
• Prepare, review, and present meeting materials for assigned clients at financial review meetings
• Act as quarterback providing strategic advice on a myriad of specialized topics. Successfully delivering advice will require identifying and liaising with expert resources.
• Oversee and direct all client activity and services performed in the family office. Collaborate with all internal departments to ensure quality, timely, and consistent delivery of services. Ultimately responsible for ensuring clear communication among all teams in the office. • Assess current company best practices to improve efficiencies
• Other duties as assigned

 

Preferred Education and Experience:
• Bachelor’s degree with one or more of the following certifications or advanced degrees strongly preferred: CFP, CIMA or CPA
• Five to eight years of relevant experience, preferably working with high-net-worth individuals or families with entity structures (trust, partnerships, etc.)
• Ideal candidate is reliable, organized, client-focused, responsive, and can prioritize matters that require attention throughout the day or week
• Must be able to deliver proactive communication and have a sense of urgency

 

Competencies:
• Personable and Effective Communication: Ability to communicate professionally and pleasantly while working directly with clients and co-workers either in person, on the phone or via email
• A Versatile Team Player: Ability to adapt to and fulfill unique requests from co-workers and clients. Has the ability to work both autonomously and on a team. Collaborates with and supports all staff and Senior Management
• Critical Thinking: Capability to research and problem solve unique challenges as they may arise
• Schedule Flexibility: Ability to accommodate deadlines and client needs
• Technology: Has a strong knowledge financial planning and performance reporting software, general ledger account software, CRM platforms, and Microsoft Office 365
• Organization and Time Management: Ability to utilize the available time to organize and complete work within given deadlines using systematic methods. Ability to effectively prioritize and execute tasks in a high-pressure environment
• Self-Starter: Has the initiative to proactively identify areas for development and create a plan to facilitate enhancement
• Adaptable: Ability to embrace process and procedure revisions and evolving technologies
• Confidentiality: Ability to exercise discretion and confidentiality regarding company and client information
• Accurate: A high degree of accuracy is required at all time and includes the ability to self-review
• Integrity: Highest level of personal integrity and ethical standards