Senior Wealth Strategy Architect
Waldron Private Wealth
Waldron Private Wealth in Detroit seeks a Wealth Advisory Strategist to execute its financial planning process, including analysis, client deliverables, and technical planning topics. You will manage client engagements, develop investment ideas, and coordinate with families and professionals to deliver holistic advice across tax, estate, and cash flow planning. Ideal candidates hold CFP or CFA or CPA and have 3+ years in wealth management serving high-net-worth families; a master’s degree is #J-18808-Ljbffr Waldron Private Wealth
Vacancy posted 5 days ago
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