Wealth Associate

Job Description

Prestigious Single-Family Office in Detroit, MI, Seeks Wealth Associate

Join the advisory team at a prestigious single-family office in Detroit, providing strategic guidance on multi-generational wealth planning. Collaborate with ultra-high-net-worth family members in a non-sales, advisory-focused environment.

Key Contributions:

Provide strategic guidance on budgeting, ownership, and financial structuring for business transactions, charitable giving, and major acquisitions, including real estate, ventures, and luxury assets.

Prepare financial reports and develop tailored wealth preservation strategies for select family members.

Manage cash balances to ensure optimal liquidity for lifestyle needs and capital expenditures.

Create financial models, proposals, and presentations centered on wealth planning strategies and recommendations.

Ideal Candidate Qualifications:

Experience in a UHNW organization with a focus on high-end client service.

Proficient in Excel, including financial modeling.

Eager to grow and engage in complex wealth planning scenarios.

3+ years in wealth management or public accounting; candidates from public accounting are encouraged, especially those seeking to apply tax expertise in wealth management without billable hours or busy seasons.

Collaborative, client-focused team player committed to delivering high-quality work in a non-sales environment.

Hybrid schedule: three days in the office, two remote.

Full-time

Hybrid remote