Wealth Associate

ECG Resources

Wealth Associate

Detroit, MI
Full Time
Paid
  • Responsibilities

     

    Prestigious Single Family Office in Detroit, Michigan, seeks Wealth Associate

    • Work on various scenarios for Ultra High Net Worth clients and their businesses
    • Focus areas include real estate, venture capital, investments, business acquisition and disposition, assisting with charitable giving, assessing insurance programs, and luxury assets (jets, yachts)
    • Preferred experience in financial modeling and analysis
    • Strong Excel and spreadsheet skills
    • Analytical and detail-oriented
    • No sales responsibilities
    • 3+ years of related experience
    • Excellent opportunity for career growth
    • Competitive benefits package

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