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Assistant Wealth Management Jobs in Michigan (NOW HIRING)

Curi Capital

Wealth Management Associate

Grand Rapids, MI · Hybrid

$15.25 - $20.25/hr

... our Wealth Management team as a Wealth Management Associate in our St. Joe, Michigan or Grand ... You will also assist the Wealth Advisors in establishing relationships with clients and be ...

Waldron Private Wealth

Wealth Planning Strategist

Plymouth, MI · On-site

$115K - $149K/yr

... * Assist in managing the internal process for prospective Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) and other complex clients by ...

Sequoia Financial Group Llc

Wealth Advisor

Troy, MI · On-site

Sequoia Financial is looking for a motivated, client-focused Wealth Advisor to join our Troy, MI ... * Assist or lead in the creation of asset management reports to be delivered to clients. The ...

Vitale Wealth Management

Be Seen First

Financial Advisor

Metamora, MI · On-site

$70K/yr

Vitale Wealth Management is an Investment Advisory Firm in Southeast Michigan. Our company was ... Business Growth: Assist in growing the firm's client base through outreach efforts and company ...

Pwc

Asset & Wealth Management Tax Manager

Grand Rapids, MI · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... You will review and analyse financial data, prepare and file tax returns, and assist businesses in ...

Pwc

Asset & Wealth Management Tax Manager

Detroit, MI · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... You will review and analyse financial data, prepare and file tax returns, and assist businesses in ...

Baird Capital

Client Assistant

Ann Arbor, MI · On-site

$17 - $23.25/hr

Client Assistant at Baird As a Client Assistant at Baird, you'll play a pivotal role in delivering ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...

Baird

Client Assistant

Ann Arbor, MI · On-site

$17 - $23.25/hr

About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...

Robert W Baird & Co

Client Assistant

Ann Arbor, MI · On-site

$17 - $23.25/hr

About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...

Baird

Client Assistant

Ann Arbor, MI · On-site

$17 - $23.25/hr

About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...

Robert W Baird & Co

Client Assistant

Ann Arbor, MI

Your work will directly contribute to the success of Baird's Private Wealth Management business ... Check out thisvideoto learn more about the day in the life ofour Client Assistants and Client ...

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All JobsWealth Management JobsAssistant Wealth Management JobsAssistant Wealth Management Jobs in Michigan

Assistant Wealth Management information

See Michigan salary details

$25.3K

$42.2K

$60.6K

How much do assistant wealth management jobs pay per year?

As of Aug 11, 2026, the average yearly pay for assistant wealth management in Michigan is $42,182.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,600.00 and $42,300.00 per year, depending on experience, location, and employer.

What is an assistant wealth management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

What does an assistant wealth management do?

An assistant wealth management professional supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with data analysis, client communication, and using financial planning tools, requiring strong organizational skills and knowledge of investment concepts. This role typically involves working in a team environment and may require relevant certifications or training.

What are the key skills and qualifications needed to thrive as an assistant wealth management professional?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What are typical career progression opportunities for an assistant wealth management professional?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.
What are the most commonly searched types of Wealth Management jobs in Michigan? The most popular types of Wealth Management jobs in Michigan are:
What are popular job titles related to Assistant Wealth Management jobs in Michigan? For Assistant Wealth Management jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Assistant Wealth Management jobs in Michigan look for? The top searched job categories for Assistant Wealth Management jobs in Michigan are:
What cities in Michigan are hiring for Assistant Wealth Management jobs? Cities in Michigan with the most Assistant Wealth Management job openings:
Assistant Wealth Management jobs near you
Infographic showing various Assistant Wealth Management job openings in Michigan as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $42,182 per year, or $20.3 per hour.

Wealth Management Assistant

County National Bank

Tecumseh, MI • On-site

$41K - $47K/yr

Full-time

Posted 6 days ago

County National Bank rating

9.1

Company rating: 9.1 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

6th of 171 rated banks

Job description

Company Overview

County National Bank was founded in 1934 as a community bank and we continue to be committed to serving the communities of southern Michigan. With 13 full-service branches and several other financial services offices, our decisions are made by local associates and board members who have a vested interest in the communities we service. Our mission is to sustain a deep commitment to our community and our tradition of banking excellence.

Our associates are our greatest asset; they are committed to building lasting relationships with clients and coworkers. When you join CNB, you will become a part of a legacy that supports the success of our associates and our communities. If you are looking for a career with purpose and a team that values friendly and knowledgeable service, we encourage you to apply.

Job Summary

The Wealth Management Assistant provides comprehensive administrative and operational support to the Wealth Management team. This role is responsible for processing client account documentation, maintaining accurate account records, and supporting the daily operations of the department. The Wealth Management Assistant coordinates with clients, internal staff, and external partners to ensure timely and accurate completion of account-related activities. The position is committed to delivering exceptional client service while maintaining confidentiality, regulatory compliance, and operational excellence.

Key Responsibilities

  • Answers phones and greet clients in a professional and courteous manner.
  • Maintains client information in the department's CRM system.
  • Utilizes dual control procedures to enter or approve trades as authorized.
  • Creates and submits client distributions after obtaining appropriate officer approval.
  • Opens new accounts in Trust Accounting platforms.
  • Prepares, scans, reviews, and retains client correspondence and documentation in Director.
  • Opens, sorts, and distributes incoming mail.
  • Maintains knowledge of the bank's products and services.
  • Provides administrative support to Trust and Wealth Management Officers, including coordinating client appointments, preparing correspondence, filing, retrieving information, and other support as needed.
  • Assists the Private Banker Officer with client requests and account research.
  • Completes Customer Identification Program (CIP) requirements and establishes new account files.
  • Assists with the preparation of tax documents, coordinates with accountants, and processes returned tax information.
  • Tracks account returns, tax refunds, and tax payments using Excel spreadsheets.
  • Communicates regularly with Wealth Management staff, other bank employees, clients, attorneys, accountants, court personnel, and multi-trust clients.
  • Maintains the confidentiality of client information.
  • Complies with all regulatory requirements, including the Bank Secrecy Act and other position-specific regulations.
  • Completes required training and continuing education.
  • Maintains regular and punctual attendance.
  • Performs other duties as assigned.

Qualifications

Required:

  • High school diploma or equivalent.

What County National Bank employees say

Pay

Benefits

Hours and flexibility

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