Prestigious Single Family Office seeks Associate Wealth Advisor in Detroit, Michigan. Provide comprehensive advice to UHNW individuals, families, and their associated trusts/entities.

• Work alongside Senior Wealth Advisor to offer wealth management advice including investment, insurance, estate planning, cash management, mortgages, trust management, new business structures, and tax matters
• Touch upon all areas of clients' finances such as complex family situations, what-if scenarios, family governance, budgeting, charitable giving assistance, research regarding jets, yachts, acquisition, and disposition of property
• Extensive contact with UHNW multi-generational family members
• Requires 2-5 years' experience in either, tax, accounting, or financial planning; ideally in a Family Office setting
• Open to candidates straight out of an accounting firm
• Focus is on providing excellent client service, no new business requirements
• Individual or Personal Tax experience preferred
• CPA is a big plus

~Hybrid Work Opportunity (3 days in-office)~

~ Relocation assistance is available ~