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Wealth Advisor – Ultra High Net Worth
Father Gabriel Richard High School - Ann Arbor, MichiganWealth Advisor delivering concierge-level advisory for ultra-high-net-worth clients. Focusing on complex wealth situations and sophisticated planning strategies in a rapidly growing RIA.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
estate planningtax optimizationphilanthropic givingintergenerational wealth transferalternative investmentsprivate equityventure capitalportfolio managementregulatory compliancefiduciary standards
Soft Skills
client advisorycommunicationcollaborationfinancial literacyrelationship managementproblem-solvingorganizational skillsattention to detailadaptabilitystrategic thinking
Tools & Technologies
wealth management platformsdocumentation softwarefinancial analysis toolsCRM systemsportfolio management softwareregulatory compliance toolsdata analysis toolsreporting softwarecommunication toolsproject management software
Certifications & Qualifications
Series 65U4 registration
Industry Keywords
wealth managementHNW clientsUHNW clientsmulti-family officeprivate bankRIAtax lawtrust structuresfinancial advisoryconcierge services
About the role
Key responsibilities & impact- Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance
- Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer
- Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments
- Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support
- Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve
- Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards
Requirements
What you’ll need- 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment
- Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments
- Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy
- Series 65 or equivalent registration with clean U4
- Tech-savvy mindset with comfort adopting modern wealth management platforms.
Benefits
Comp & perks- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO