Junior Wealth Advisor, Single-Family Office (Hybrid)

ECG Resources, Inc.; Detroit (MI); Híbrido; USD 70.000 - 90.000; Jornada completa

Descripción de la vacante

A private single-family office in Detroit seeks a Junior Advisor to support wealth management services and serve as a primary contact for clients. You'll advise on investment strategy, estate planning, and manage client needs efficiently. The role requires 5–8 years of experience with high-net-worth families. Strong organizational and communication skills are essential. This full-time position offers a hybrid work schedule after 90 days, with occasional off-hours work required.

Formación

• 5–8 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 approach.

Responsabilidades

• Advise clients on investment strategy and wealth transfer planning.
• Prepare and present materials for client review meetings.
• Coordinate with internal staff and external specialists.
• Oversee all client activity within the family office.
• Identify opportunities to improve processes.

Conocimientos

Client-focused approach

Strong communication skills

Organizational skills

Descripción del empleo

A private single-family office in Detroit seeks a Junior Advisor to support wealth management services and serve as a primary contact for clients. You'll advise on investment strategy, estate planning, and manage client needs efficiently. The role requires 5–8 years of experience with high-net-worth families. Strong organizational and communication skills are essential. This full-time position offers a hybrid work schedule after 90 days, with occasional off-hours work required.