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! Join us in providing exceptional wealth management services to our valued clients!
Relationship Manager/Wealth Advisor
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 gu...
Relationship Manager/Wealth Planner
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 gu...
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