Single Family Office RMSenior Wealth Advisor

Senior Wealth Advisor Location: Michigan Company: Private Single-Family Office A private single-family office based in Michigan is seeking a Senior Wealth Advisor to deliver comprehensive, high-touch wealth management services to multi-generational families. This role serves as the primary advisor and relationship lead, providing integrated financial guidance while coordinating with internal teams and external professionals. Key Responsibilities Serve as the primary point of contact for a select group of family members Provide holistic wealth management advice, including: Asset allocation and investment strategy Estate and wealth transfer planning Income tax planning coordination Trust management and administration Risk management and insurance planning Philanthropy, legacy planning, and financial education Act as the “quarterback” for all client financial matters, coordinating with attorneys, CPAs, investment managers, and other advisors Lead client review meetings and prepare clear, concise presentation materials Oversee and coordinate all client-related activity across the family office Ensure timely, accurate, and high-quality delivery of services Identify opportunities to enhance best practices and operational efficiency Qualifications 10+ years of experience in wealth management, family office, private banking, or similar advisory roles Bachelor’s degree in finance, economics, accounting, or related field CFP®, CFA®, CPA, or JD strongly preferred Experience working with ultra-high-net-worth individuals and multi-generational families Strong communication, relationship management, and leadership skills High degree of professionalism, discretion, and attention to detail

Created: 2026-03-04