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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.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
estate planningtax optimizationphilanthropic givingintergenerational wealth transferalternative investmentsprivate equityventure capitalportfolio managementregulatory compliancefiduciary standards
Soft Skills
client advisorycommunicationcollaborationfinancial literacyrelationship managementproblem-solvingorganizational skillsattention to detailadaptabilitystrategic thinking
Certifications
Series 65U4 registration