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.