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Associate Wealth Management Advisor Jobs in Michigan

Curi Capital

Wealth Management Associate

Grand Rapids, MI · Hybrid

$15.25 - $20.25/hr

... Wealth Management Associate in our St. Joe, Michigan or Grand Rapids, Michigan office . In this ... You will also assist the Wealth Advisors in establishing relationships with clients and be ...

TIAA

Wealth Advisor

Ann Arbor, MI

$80K - $95K/yr

Manages time and resources efficiently and effectively * Develops and implements strategic and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Associate Wealth Management Advisor information

See Michigan salary details

$33.6K

$58.5K

$98.1K

How much do associate wealth management advisor jobs pay per year?

As of Aug 11, 2026, the average yearly pay for associate wealth management advisor in Michigan is $58,534.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,900.00 and $71,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an associate wealth management advisor, and why are they important?

To thrive as an Associate Wealth Management Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory requirements, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM platforms, and certifications like the Series 7 or CFP are typically required. Exceptional interpersonal skills, attention to detail, and the ability to build trust with clients help you stand out in this role. These skills and qualifications are crucial for delivering tailored financial advice, maintaining compliance, and fostering long-term client relationships.

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

AspectAssociate Wealth Management AdvisorFinancial Advisor
CredentialsTypically requires a Series 7 and 66 licenses, sometimes a CFP designationOften holds Series 7, 66, and CFP or CFA certifications
Work EnvironmentSupports senior advisors, works in banks, investment firms, or financial planning companiesProvides comprehensive financial planning and investment advice directly to clients
Employer & Industry UsageCommonly employed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and financial planning practices

While both roles involve client financial services, an Associate Wealth Management Advisor primarily supports senior advisors and handles client onboarding and administrative tasks. A Financial Advisor offers direct, personalized financial planning and investment advice to clients, often with more client-facing responsibilities. The Associate role is often a stepping stone toward becoming a full Financial Advisor.

What are the typical responsibilities of an associate wealth management advisor in supporting senior advisors and clients?

As an Associate Wealth Management Advisor, you will often assist senior advisors by preparing financial plans, conducting research on investment options, and managing client communications. Your day-to-day tasks may include scheduling client meetings, gathering and analyzing financial data, and ensuring all documentation is compliant with regulatory standards. This role also involves collaborating closely with team members to deliver a high level of service and support for clients, which helps you gain hands-on experience and develop the skills necessary for advancement within the firm.

What does an associate wealth management advisor do?

An Associate Wealth Management Advisor assists clients with managing their financial assets and developing strategies to help them achieve their financial goals. They typically work under the supervision of senior advisors, helping with client onboarding, portfolio analysis, research, and preparing financial plans. Their duties often include communicating with clients, researching investment opportunities, and ensuring compliance with financial regulations. This role is a key stepping stone for those looking to advance in the wealth management industry.
What are the most commonly searched types of Wealth Management Advisor jobs in Michigan? The most popular types of Wealth Management Advisor jobs in Michigan are:
What cities in Michigan are hiring for Associate Wealth Management Advisor jobs? Cities in Michigan with the most Associate Wealth Management Advisor job openings:
Associate Wealth Management Advisor jobs near you
Infographic showing various Associate Wealth Management Advisor job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, 1% Temporary, and 4% Contract. Highlights an 91% Physical, 4% Hybrid, and 5% Remote job distribution, with an average salary of $58,534 per year, or $28.1 per hour.

Wealth Management Associate - Bay Harbor

Greenleaf Trust

Petoskey, MI • On-site

Full-time

Re-posted 29 days ago

Job description

Who We Are

At Greenleaf Trust N.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.

Summary

Provides day to day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing and other items necessary to prepare for client meetings or questions. The Wealth Management Associate will provide general support to the various Senior Wealth Management Advisors, but will also be provided with a mentor of whom they will shadow while completing all of the aforementioned responsibilities.

Your Role in Serving Clients and Assisting Divisions Includes:

  • Execute tasks as needed for Senior Wealth Management Advisors. These tasks include: ongoing trading and financial planning software support, account rebalancing and all other account portfolio maintenance and management of client portfolio duties for assigned Senior Wealth Management Advisors.
  • Leverage position to drive process improvement across wealth management, financial planning and trading platforms.
  • Become an expert and a go-to resource for the wealth management team with regard to the financial planning tool eMoney.
  • Create a wealth management plan for prospective clients, which will serve as a framework to the relationship and highlight the objectives of the portfolio.
  • Implement the wealth management plan using coordination with other advisors, reallocating accounts to the set asset allocation and analyzing other above mentioned wealth management strategy techniques.
  • Continue to manage client portfolios as set forth in the wealth management plan using asset allocation objectives while satisfying clients' wants, needs and desires.
  • Work closely with Client Centric Team (CCT) members to support client needs.
  • Participation in projects as assigned.
  • Provide general support to Senior Wealth Management Advisors as needed.
  • All other duties as assigned

DEI Commitment

Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.

Security Responsibilities

Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

Minimum Education / Experience Required

  • Bachelor's Degree and 1 year experience in financial or investment management; or equivalent education and experience.

OTHER

  • Regular and predictable attendance is required.
  • Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.

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