Wealth Planning, UHNW
$125k - $150kLeah Yosef International
Independent 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. Highlights Serve as the Wealth Planning Strategist for ultra high net worth clientele (10M-500M+ level clientele) Firm has a track record with a track record of developing and promoting The talent; excellent opportunity for advancement Strong culture of independent thought and quality of life Competitive base salary, profit and performance-based bonuses, excellent benefits $125,000 – $150,000+ compensation package Requirements CFP or other advanced designation, such as CPA, CFA level 2 or JD 4+ years of wealth management experience #J-18808-Ljbffr Leah Yosef International
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Planning, UHNW in Detroit, MI vacancy
$74.93k - $153k
...we need to talk about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027. What You... ...meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the...SuggestedPrivate practiceWork at officeLocal area$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt... ...services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses...SuggestedFull timeSecond jobH1b- A Michigan-based financial firm is seeking a Senior Tax Planning Specialist to analyze tax liability, prepare tax returns, and develop strategies to minimize tax liabilities for clients. This role requires a Bachelor's Degree in Accounting or Finance, with a minimum of...Suggested
- ...A bit about us: This firm offers comprehensive financial planning and investment management services to individuals, families, and... ...addressing ongoing client needs. Lead client meetings throughout the wealth planning process to identify complex challenges and offer...SuggestedLocal areaRemote workFlexible hours
Jobot
Detroit, MI2 days ago - ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client... ...information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generationAssist...Suggested
- Hantz Group, a Michigan-based financial family office, seeks a Tax Planning Specialist to help clients minimize taxes and plan for the future. You’ll analyze tax liabilities, develop projections, and prepare returns in collaboration with Financial Advisors. The role requires...Work at office
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams...
$136k - $185k
...Director, Relationship Marketing Strategy, supporting an Insurance/Wealth Management client in the B2B space, you will report into the VP... ...Marketing Strategy team you will demonstrate experience in planning across media and channels, development and management of campaigns...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week- ...investment solutions to meet their financial needs. As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families. You have a passion for uplifting the community where the...Local area
- Citizens Bank is seeking a Wealth Advisor to build a personalized wealth management practice and coordinate tailored financial plans for clients. The role emphasizes proactive outreach, partner collaboration, and expanding client relationships through referrals. The advisor...
$105k - $250k
...help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Primary responsibilities include:...Temporary workLocal areaFlexible hours- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams...
- Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice. You will work with Wealth Advisors to maintain client relationships and participate in financial planning across retirement, tax, estate,...
- 2026 | Americas | Detroit | Wealth Management, Financial Planning | New Associate About the program Our New Associate Program is a full-time program for individuals who have 2-5 years of experience and an advanced degree. As a new associate, you will be an integral part...Full timeWork at office
$200k
...services company is seeking a Relationship Manager for Private Wealth & Tax Solutions. The role requires managing high-net-worth clients... ...Partners, and leveraging expertise in private wealth and tax planning. Candidates should have 7+ years of experience in the field....Contract work- ...apply to additional opportunities About the Division Asset & Wealth Management (AWM) offers students an unparalleled opportunity to... ...global client base—including mutual funds, hedge funds, pension plans, sovereign wealth funds, insurance companies, endowments,...ApprenticeshipSummer workSummer internship
The Goldman Sachs Group, Inc.
Detroit, MI5 days ago - ...email addresses to apply to additional opportunities Asset & Wealth Management (AWM) offers students an unparalleled opportunity to... ...global client base—including mutual funds, hedge funds, pension plans, sovereign wealth funds, insurance companies, endowments,...ApprenticeshipSummer workSummer internship
Goldman Sachs
Detroit, MI4 days ago - At Hoover Private Wealth , we're an RIA that works with families and business owners. We're looking to hire a service advisor to work with our retirement plan clients. They are primarily 401(k) plans, but we do have a few defined benefit plans as well. You will work directly...
$200k
Relationship Manager - Private Wealth & Tax Solutions (Great Lakes Region) Base Pay Range: $200,000.00/yr - $950,000.00/yr Position... ...Hand. This position requires an understanding of private wealth planning, tax‑efficient strategies, and legal solutions tailored to affluent...Contract workLive in- Bonte Care in Detroit, MI is seeking a wealth management professional to serve as the primary contact for clients and to drive comprehensive... ...to specialize in areas like investments or financial planning, and to work cross-departmentally to shape business strategy and...
- YOUR IMPACT Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management... ...Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a...Local area
- ...private, single-family office in Detroit providing comprehensive wealth management, investment advisory, and lifestyle services to... ...The role provides guidance across investments, estate and tax planning, cash management, insurance, trusts, and broader personal financial...Full timeCasual workWork at officeMonday to Friday
- A leading financial services firm in Detroit is seeking a Summer Analyst to join their Asset & Wealth Management division. This nine to ten week internship provides students the chance to engage in real responsibilities, develop critical skills, and be immersed in the...Summer workInternship
- ...investment solutions to meet their financial needs. As a Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families. You have a passion for uplifting the community where the...Local area
$85k - $100k
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique...Work at officeLocal area$77k - $214k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will...H1bPwC
Detroit, MI4 days ago- ...Join us.Job DescriptionAECOM has an exciting opportunity for a Senior Environmental Planner - Transmissionto join our Environmental Planning and Permitting (EPP) team in the Midwest region.This hybrid role can be based out of AECOM's Indianapolis, Chicago, Milwaukee,...Work at officeLocal areaWorldwideFlexible hours
$500 per month
...mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry-bringing new technologies, comprehensive services, and an inspired vision to...Full timeHome officeFlexible hoursSignal Advisors
Detroit, MI1 day ago- A hospitality planning company is seeking an All-Inclusive Resort Coordinator to join its remote team. The role involves assisting clients in planning and booking resort vacations tailored to their needs while providing exceptional service. Ideal candidates will have strong...Remote workFlexible hours
Destination Makers
Detroit, MI3 days ago $112.68k - $212.76k
We made history and now we work to transform the future - for our customers, our communities and our families. You'll see your work on the road every day, helping people move freely and pursue their dreams. At Ford, you can build more than vehicles. Come build what matters...Immediate startVisa sponsorshipFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Planning, UHNW. Be the first to apply!
