Wealth Management Advisor

Position Summary:

This role is ideal for someone that has strong client services skills working with wealth management, accounting, tax compliance, and investment strategies.

Wealth Management Specialist:

• Serves as the trusted advisor to individuals, families and family offices on strategic, operations, accounting and financial matters.
• This individual will have a broad and deep understanding of sophisticated wealth management and accounting practices.
• Responsibilities include managing the financial services for individuals, families and family offices. This will involve maintaining regular communication with the client, and working in consultation with the client’s other financial and legal advisors.
• Ability to discuss financial performance, economic, and market trends.
• Communicates with attorneys, accountants and other advisors on financial, tax and estate planning.
• Facilitates client discussions to stay current and ahead of cutting-edge tax-related developments, legislative and regulatory changes affecting family offices.
• Develop education sessions with UHY Partners and deliver presentations to clients and staff.
• Monitor performance versus benchmarks and develops insights for clients regarding key contributors and detractors.

Skills:

• Continuous skillset improvement
• Ability to work in a fast-paced environment and have strong time management skills
• Develop an understanding of the service lines offered at UHY and be able to add value to clients as opportunities are identified
• Solicit internal experts from across the Firm to assist in marketing & selling Firm services to existing clients
• Completes performance reviews constructively and timely, both written and oral, as well as provides ongoing feedback throughout the performance year
• Able to work with multiple accounting systems and adapting to system platform changes
• Be able to problem solve, think analytically, and adapt to change
• Clear and concise written and oral communication with internal employees and multiple clients
• Skills necessary to provide monthly, full charge accounting services for clients
• Positively represents and actively promotes the Firm
• Seeks opportunities to participate in mentoring, recruiting, retention and team-building activities
• Conducts oneself professionally and shows respect to others at all times; maintains poise under pressure, especially during stressful times and during peak periods of client engagement activity
• Develops and establishes rapport with fellow employees
• Cooperative and responsive to training, supervision and constructive criticism
• Reviews the work of staff, seniors and managers and provide constructive feedback
• Respects and embraces diversity; looks to build a One-Firm team spirit amongst peers
• Punctually enters time and expenses to support efficient billing processes
• Maintains appropriate compliance with all firm wide and local office policies and procedures
• Commands respect as a leader; acts like a role model
• Positively represents and actively promotes the firm

Experience and Education:

· Bachelor Degree or equivalent in a related field - Investments, Finance, Law, Accounting, Tax, Economics, Business Administration.

· A minimum of 5 years related experience with a solid, current and proven understanding of accounting, tax principals, wealth management and investment strategies.

· Experience with the latest technology such as Sage Intacct, Quick Books Online, Black Diamond, Addepar, Masttro, Private Wealth Systems, Wealth Access, eMoney, MoneyGuide Pro.

Certifications:

At least one certification preferred: CFP, CPA, CFA or CIMA.

Job Type: Full-time

Pay: $90,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Farmington Hills, MI 48334: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• Do you have a CPA, CFP, CFA or CIMA?

Education:

• Bachelor's (Required)

Experience:

• Wealth management: 8 years (Required)

Work Location: One location