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Associate Wealth Manager Jobs in Michigan (NOW HIRING)

County National Bank

Wealth Management Assistant

Tecumseh, MI · On-site

$41K - $47K/yr

Our associates are our greatest asset; they are committed to building lasting relationships with ... Job Summary The Wealth Management Assistant provides comprehensive administrative and operational ...

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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All JobsAssociate Wealth JobsAssociate Wealth Manager JobsAssociate Wealth Manager Jobs in Michigan

Associate Wealth Manager information

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How much do associate wealth manager jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for associate wealth manager in Michigan is $22.15, according to ZipRecruiter salary data. Most workers in this role earn between $15.10 and $25.96 per hour, depending on experience, location, and employer.

What are some common challenges faced by associate wealth managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

What are the key skills and qualifications needed to thrive as an associate wealth manager?

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

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

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

How much does an associate wealth manager earn?

An associate wealth manager typically earns between $50,000 and $80,000 annually, with higher salaries possible based on experience, certifications, and performance. Entry-level positions may start lower, while experienced associates or those with professional credentials can earn more, often supplemented by bonuses and commissions.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, conducting research, preparing financial plans, and managing client relationships. They often use financial planning tools and may pursue certifications like the CFP to enhance their skills. Their role involves analyzing financial data and providing recommendations to help clients achieve their financial goals.

What are popular job titles related to Associate Wealth Manager jobs in Michigan?

For Associate Wealth Manager jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Associate Wealth Manager jobs in Michigan look for?

The top searched job categories for Associate Wealth Manager jobs in Michigan are:

What cities in Michigan are hiring for Associate Wealth Manager jobs?

Cities in Michigan with the most Associate Wealth Manager job openings:

Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $46,075 per year, or $22.2 per hour.

Wealth Management Assistant

County National Bank

Tecumseh, MI • On-site

$41K - $47K/yr

Other

Posted 10 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

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.

Requirements
Skills
  • Passion for delivering exceptional client service to internal and external clients.
  • Excellent interpersonal, verbal, and written communication skills, with professionalism, tact, courtesy, and attention to detail.
  • Strong administrative, organizational, and multitasking skills with the ability to manage multiple priorities effectively.
  • Ability to work in a fast-paced environment, adapt to changing priorities, and maintain high-performance standards.
  • Ability to work independently with minimal supervision while collaborating effectively within a team environment.
  • Ability to maintain confidentiality and handle sensitive information with professionalism and integrity.
  • Knowledge of basic accounting procedures.
  • Proficiency in Microsoft Word, Excel, Outlook, and other computer applications.

Work Environment
  • This position is an ON-SITE position located in our Tecumseh, MI office.

Physical Requirements
  • Sit/stand for long periods of time.
  • Ability to see difference between colors, shades, and brightness to identify documents.
  • Comfort with using a phone, fax, or other devices for calls, document sharing, and communication.

What County National Bank employees say

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