Wealth Advisor | Single Family Office

ECG Resources, Inc.; Detroit (MI); On-site; USD 70,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client-focused approach

Strong communication skills

Organizational skills

Job description

Junior Advisor – Single-Family Office | Detroit, MI (Hybrid)

Company Overview

A private, single-family office in Detroit providing comprehensive wealth management, investment advisory, and lifestyle services to multigenerational families. The team is committed to collaboration, professional growth, and delivering best-in-class client service.

Position Summary

The Junior Advisor supports the delivery of integrated wealth management services and serves as a primary contact for select family members. The role provides guidance across investments, estate and tax planning, cash management, insurance, trusts, and broader personal financial matters. The Junior Advisor works closely with internal teams and external partners to ensure consistent, timely, and high-quality service.

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 teams
• Identify opportunities to improve processes and efficiencies

Preferred Qualifications

• 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

Work Schedule

Full-time role, 8:30 a.m.–5:00 p.m. ET, Monday–Friday. Hybrid schedule available after 90 days; occasional off-hours work may be required.