Overview
Prominent Single-Family Office in the Midwest seeks a Wealth Associate to collaborate with Wealth Advisors in providing comprehensive wealth management services to UHNW clientele.

The firm serves multi-generational ultra-high net worth families with regards to strategic asset allocation, estate, tax and financial planning, insurance planning, retirement planning, cash flow analysis, trust planning, philanthropic advisory and a full suite of family office services.

Highlights

• Serve as the support advisor for a sophisticated client base, with a clear track to advance to a Wealth Advisor
• Excellent opportunity for career development, mentorship and training
• Prepare statements, reports, and projections, in addition to managing liquidity, collecting and reviewing tax data, and overseeing general ledger 
• Competitive compensation package includes competitive base compensation in the $100,000 – $120,000 range, performance-based bonuses, and excellent benefits

Requirements

• 3+ years experience with high net worth tax or financial planning
• Advanced proficiency in Microsoft Excel and PowerPoint