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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 ...

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

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 ...

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 ...

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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 24, 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 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 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 is a wealth management assistant?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often have strong organizational skills and may use financial software, with some roles requiring relevant certifications or experience in finance. Their work helps ensure smooth client service and efficient portfolio management.

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 1% As Needed, 79% Full Time, 14% Part Time, 2% Temporary, 3% Contract, and 1% Nights. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $42,182 per year, or $20.3 per hour.

Executive Administrative Assistant Wealth Management

Entech Staffing Solutions

Troy, MI • On-site

$50K - $60K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Job Title: Executive Administrative Assistant Wealth Management

Position Type: Direct Hire

Location: In-Office (100%)

Hours: Monday Friday, 9:00 AM 5:00 PM

Compensation: $50,000 $60,000 / year (DOE)

Position Overview

We are seeking a detail-oriented, professional Executive Administrative Assistant to provide administrative and operational support to our client's financial advisory team in Troy, MI. In this role, you will serve as a key point of contact for well-established clients, manage day-to-day office operations, and ensure seamless service delivery. This is a full-time, direct hire, 100% in-office role offering a structured workdaywith quiet late afternoons after 4:00 PM to catch up on administrative focus tasks.

Key Responsibilities

  • Client Engagement & Service: Serve as a primary point of contact for well-established clients, handling phone and email inquiries with professionalism and tact.

  • Account Administration: Process new account openings, prepare necessary paperwork, and manage accurate client records.

  • Scheduling & Coordination: Manage appointment calendars, coordinate client meetings, and prepare meeting materials for advisors.

  • Operational Support: Maintain compliance records, assist with office operations, and execute day-to-day administrative tasks to support business goals.

Qualifications & Requirements

  • Experience: Prior experience working within the financial services or securities industry strongly preferred.

  • Licensure: Active financial industry licenses (e.g., Series 7, 66) are a plus, though relevant industry experience is also welcome.

  • Communication: Exceptional verbal and written communication skills with experience interacting with high-net-worth or long-standing clients.

  • Screening: Must successfully pass a comprehensive background check and fingerprinting.

Apply now!

#troy

PandoLogic. Keywords: Administrative Assistant, Location: Troy, MI - 48098 , PL: 604092321