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Entry Level Wealth Management Advisor Jobs in Michigan

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 ...

Citizens Securities, Inc

$105K/yr

Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term ... Tailor wealth management planning to meet client needs. Utilize the knowledge of internal ...

Sequoia Financial Group Llc

Wealth Advisor

Troy, MI · On-site

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

Citizens Securities, Inc

$105K/yr

Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term ... Tailor wealth management planning to meet client needs. Utilize the knowledge of internal ...

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Entry Level Wealth Management Advisor information

See Michigan salary details

$41K

$89.8K

$129.4K

How much do entry level wealth management advisor jobs pay per year?

As of Aug 9, 2026, the average yearly pay for entry level wealth management advisor in Michigan is $89,844.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,800.00 and $107,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level wealth management advisor?

To thrive as an Entry Level Wealth Management Advisor, you need a solid understanding of financial principles, investment strategies, and at least a bachelor's degree in finance or a related field. Familiarity with CRM systems, financial planning software, and obtaining relevant certifications like the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients make someone stand out in this role. These skills and qualifications are crucial for providing sound financial advice, fostering lasting client relationships, and achieving business growth.

What does an entry level wealth management advisor do?

An Entry Level Wealth Management Advisor helps clients understand and manage their finances by offering advice on investments, retirement planning, and other financial goals. They typically work under the guidance of more experienced advisors at the beginning of their careers, learning how to analyze financial information, recommend suitable products, and build client relationships. Entry level advisors focus on developing their skills, gaining certifications, and building a client base while providing support for more senior team members.

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

AspectEntry Level Wealth Management AdvisorFinancial Planning Assistant
Required CredentialsSeries 7, Series 66/65, CFP (preferred but not always required)Typically no licensing required; may assist with CFP candidates
Work EnvironmentClient-facing, financial advisory firms, banksSupport role within financial planning teams, administrative setting
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesFinancial planning firms, advisory teams, insurance companies

The Entry Level Wealth Management Advisor primarily interacts directly with clients, providing investment and financial advice, often requiring licensing and certifications. In contrast, a Financial Planning Assistant supports advisors with administrative tasks and research, usually without licensing. Both roles are essential in the wealth management industry but differ in responsibilities and client engagement levels.

What are some common challenges faced by entry level wealth management advisors during their first year, and how can they overcome them?

Entry level wealth management advisors often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts, and adapting to a fast-paced, performance-driven environment. To overcome these obstacles, new advisors should actively seek mentorship from senior colleagues, participate in ongoing training programs, and focus on building trust and rapport with potential clients. Emphasizing strong organizational skills and a willingness to continuously learn will help advisors navigate their first year and lay the groundwork for long-term success.
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 are popular job titles related to Entry Level Wealth Management Advisor jobs in Michigan? For Entry Level Wealth Management Advisor jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Entry Level Wealth Management Advisor jobs in Michigan look for? The top searched job categories for Entry Level Wealth Management Advisor jobs in Michigan are:
What cities in Michigan are hiring for Entry Level Wealth Management Advisor jobs? Cities in Michigan with the most Entry Level Wealth Management Advisor job openings:
Entry Level Wealth Management Advisor jobs near you
Infographic showing various Entry Level Wealth Management Advisor job openings in Michigan as of August 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 96% In-person, and 4% Hybrid job distribution, with an average salary of $89,844 per year, or $43.2 per hour.

Wealth Management Associate - Bay Harbor

Greenleaf Trust

Petoskey, MI • On-site

Full-time

Re-posted 27 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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