Wealth Manager

Leah Yosef International; Detroit (MI); On-site; USD 120,000 - 200,000; Full time

Job summary

A leading financial services firm seeks a Wealth Planning Strategist to offer comprehensive estate and tax planning services to ultra high-net-worth clients. This role is not sales-focused and presents an opportunity for professional growth within a supportive culture, competitive compensation, and a clear path to equity ownership.

Benefits

Performance-based bonuses

Excellent benefits

Clear path towards equity ownership

Qualifications

• 6-10 years of wealth management experience required.
• CFP preferred, or advanced degrees such as MBA, CPA, JD acceptable.

Responsibilities

• Provide complex estate and tax planning advice.
• Manage wealth management solutions for ultra high-net-worth clients.

Skills

Estate Planning

Tax Planning

Wealth Management

Client Relationship Management

Education

CFP

MBA

CPA

JD

Job description

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12 Billion AUA Multi-Family Office seeks a Wealth Planning Strategist to provide complex estate and tax planning advice and overall wealth management solutions to a select group of ultra high-net-worth clientele.

Not a sales role/ No portable book of business required

Highlights

• Serve as the Wealth Planning Strategist for ultra high net worth clientele (10M+)
• The Firm has a track record of developing and promoting talent; excellent opportunity for advancement into a Lead Relationship Manager roles
• Strong culture of independent thought,pro-activity and quality of life
• Competitive base salary, profit and performance-based bonuses, excellent benefits
• Clear path towards equity ownership

Requirements

• CFP preferred, or advanced degree such as MBA, CPA, JD also acceptable
• 6-10 years of wealth management experience

1692

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Consulting, and Business Development

• Industries

  Investment Management, Financial Services, and Banking

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