Join an Elite Single-Family Office as a Relationship Manager/Wealth Advisor!

Are you ready to make a significant impact on the financial futures of ultra-high-net-worth clients? An established Single-Family Office in Michigan is seeking a Relationship Manager/Wealth Advisor to provide high-level guidance and support in a collaborative environment.

~ An excellent opportunity for a financial advisor to move from a sales-driven environment to a client service-oriented organization.~

What You’ll Do:

• Be the Trusted Advisor: Serve as the primary point of contact for select family members, offering big-picture advice across areas such as tax, estate planning, trust management, insurance, and overall financial strategies.
• Facilitate Understanding: Communicate complex financial concepts clearly and effectively, ensuring clients understand their options and strategies.
• Nurture Relationships: Focus on building and maintaining strong, trust-based relationships with family members, emphasizing exceptional client service and personalized support.
• Collaborate with the Team: Work closely with financial professionals to ensure cohesive communication and strategy implementation, all while contributing to a positive team dynamic.
• Enjoy Work-Life Harmony: Benefit from an excellent work/life balance while advancing your career in a firm that values personal and professional growth.

Who You Are:

• You have 10+ years of experience in financial advisory or wealth management, with a broad-based, diverse background
• You have strong people skills and a friendly, client-facing demeanor.
• You understand key financial concepts and can effectively communicate them to clients.
• You thrive in collaborative environments and foster strong relationships with your team members

If you’re ready to elevate your career in a rewarding environment where your interpersonal skills will make a difference, we want to hear from you! 

                                            ~Relocation Assistance Available.~