#1008

Wealth Strategist

Detroit, MI

4B+ Multi-Family Office  

 

Overview 

4B+ UHNW Multi-Family Office seeks a Wealth Strategist to join the Wealth Strategy team. Extensive client contact with ultra-high net worth clientele.  

Not a commissioned sales role. No portable book of business required. 

 Highlights 

  • Serve as the Wealth Investment Strategist to a select group of high net worth and ultra-high Net worth clientele 
  • Offer deep planning expertise in conjunction with the wealth planning team providing multigenerational planning, trust and estate and income tax planning, and business owner advisory services. 
  • The Firm offers comprehensive financial, estate, tax and retirement planning with a robust investment platform and a strong culture of collaboration 
  • Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and a clear path to equity/partnership 

Requirements 

  • 5+ years experience with high-net worth clientele 
  •  CFP, CFA, JD or CPA required  
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