Wealth Management Advisor

Wealth Advisor | Michigan (Hybrid)A private single-family office in Michigan is seeking an Advisor to support a multigenerational family with integrated wealth management services. The role serves as a primary contact for select family members, providing guidance across investments, estate and tax planning, cash management, insurance, trusts, and broader personal financial needs in a collaborative, high-touch environment.Key Responsibilities• Advise clients on investment strategy, estate and wealth transfer planning, income tax planning, risk management, philanthropy, trust administration, and financial education• Prepare and present materials for client review meetings• Coordinate with internal staff and external specialists as the strategic “quarterback” for client needs• Oversee and direct all client activity within the family office and maintain clear communication across teamsQualifications and Experience• Bachelor’s degree; CFP®, CIMA®, or CPA preferred• 2+ years of experience working with high-net-worth families or complex entity structures• Highly organized, reliable, client-focused, and able to prioritize in a fast-paced environment• Strong communication skills and a proactive approachHybrid schedule available after 90 days.