ZipRecruiter

Log In

2

Entry Level Wealth Management Jobs in Michigan (NOW HIRING)

Vertis Wealth

Estate and Document Attorney

Kalamazoo, MI · On-site

$250 - $350/hr

Estate and Business Attorney We are looking for an attorney to assist our tax and wealth management ... Requirements * Must be licensed in the posted state. Entry level attorneys will be considered.

Vertis Wealth

Estate and Document Attorney

Lansing, MI · On-site

$250 - $350/hr

Estate and Business Attorney We are looking for an attorney to assist our tax and wealth management ... Requirements * Must be licensed in the posted state. Entry level attorneys will be considered.

Plantemoran

2027 Financial Advisor Intern

Southfield, MI · On-site

$16.25 - $21.25/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...

BENTELER Group

Team Leader 1 1

Holland, MI · On-site

Production Career Level: Entry-Level Position Contract Type: Permanent/Full-time Weekly Working ... Wealth Management Support At BENTELER, we make it possible. From promoting individual talents to ...

Benteler

Team Leader 1 1

Holland, MI · On-site

Production Career Level: Entry-Level Position Contract Type: Permanent/Full-time Weekly Working ... Wealth Management Support At BENTELER, we make it possible. From promoting individual talents to ...

BENTELER Group

Supervisor

Holland, MI

Production Career Level: Entry-Level Position Contract Type: Permanent/Full-time Weekly Working ... Wealth Management Support At BENTELER, we make it possible. From promoting individual talents to ...

Benteler

Supervisor

Holland, MI · On-site

Production Career Level: Entry-Level Position Contract Type: Permanent/Full-time Weekly Working ... Wealth Management Support At BENTELER, we make it possible. From promoting individual talents to ...

Principal

Entry-Level Financial Advisor

Lansing, MI

$76K/yr

Interest in financial planning, wealth management, and helping clients achieve financial goals * Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided) * Demonstrated ...

BENTELER Group

Material Planner 1 1

Holland, MI · On-site

Supply Chain Management; Logistics Career Level: Entry-Level Position Contract Type: Permanent ... Wealth Management Support At BENTELER, we make it possible. From promoting individual talents to ...

Benteler

Material Planner 1 1

Holland, MI · On-site

Supply Chain Management; Logistics Career Level: Entry-Level Position Contract Type: Permanent ... Wealth Management Support At BENTELER, we make it possible. From promoting individual talents to ...

next page

Showing results 1-20

All JobsWealth Management JobsEntry Level Wealth Management JobsEntry Level Wealth Management Jobs in Michigan

Entry Level Wealth Management information

See Michigan salary details

$21.8K

$41.7K

$59.7K

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

As of Aug 1, 2026, the average yearly pay for entry level wealth management in Michigan is $41,689.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,300.00 and $45,300.00 per year, depending on experience, location, and employer.

What is an Entry Level Wealth Management job?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What are the key skills and qualifications needed to thrive in the Entry Level Wealth Management position, and why are they important?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

Is $200,000 enough to work with a financial advisor?

For an entry level wealth management role, $200,000 in assets can be sufficient to work with a financial advisor, as many advisors have minimum investment requirements ranging from $1,000 to $100,000. However, the specific minimums vary by firm and service type, and some advisors may offer services tailored to clients with lower assets, especially if they focus on financial planning or fee-based models.

How many financial advisors make $500,000 a year?

Entry level wealth management advisors typically do not earn $500,000 annually; such high earnings are usually achieved by experienced financial advisors with established client bases, strong sales skills, and often involve commissions and bonuses. Most financial advisors earn between $60,000 and $150,000 at the start of their careers, with top earners reaching higher levels after years of experience and building a large client portfolio.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What is an entry level job in wealth management?

An entry level job in wealth management typically involves supporting financial advisors with client account management, research, and administrative tasks. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

How to begin a career in wealth management?

To start a career in wealth management, individuals typically pursue a bachelor's degree in finance, economics, or related fields and gain relevant experience through internships or entry-level financial roles. Earning certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance credibility and job prospects in the 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 Entry Level Wealth Management jobs in Michigan? For Entry Level Wealth Management jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Entry Level Wealth Management jobs in Michigan look for? The top searched job categories for Entry Level Wealth Management jobs in Michigan are:
What cities in Michigan are hiring for Entry Level Wealth Management jobs? Cities in Michigan with the most Entry Level Wealth Management job openings:
Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in Michigan as of July 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $41,689 per year, or $20 per hour.

Associate Advisor - Plymouth, MI

Savant Wealth Management

Plymouth, MI • Hybrid

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Job description

Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing comprehensive financial plans, and learning "The Savant Way" alongside experienced advisors and planning professionals. This entry-level advisory role is designed for individuals pursuing a CFP® designation who want to build the technical expertise, client relationship skills, and business acumen necessary to grow into a successful financial advisor.
 
Working closely with Advisors, Wealth Strategy professionals, and specialists across the firm, you'll play a key role in delivering exceptional client experiences while developing the skills needed to progress to an Advisor I position.
 
In this role, you can expect to focus in the following areas:
  • Supporting Lead and Co-Advisors in delivering a best-in-class client experience throughout the financial planning process.
  • Capturing, organizing, and maintaining client financial information, including Ideal Futures Profiles and net worth statements.
  • Assisting with financial planning software, data gathering, analysis, and plan preparation.
  • Participating in client meetings, preparing agendas and materials, documenting notes, and managing follow-up action items.
  • Coordinating planning, tax, and wealth transfer workflows with internal specialists.
  • Conducting planning and tax-related research to support client recommendations.
  • Completing planning projects and simpler client cases independently while developing technical expertise.
  • Building knowledge of portfolio management, trading, rebalancing, and investment reporting.
  • Developing confidence in discussing financial planning and investment concepts with clients.
  • Completing Savant's Advisor Training Program and progressing toward CFP® certification.
 
A couple things to note about our Associate Advisor position:
  • Plymouth, MI
  • Hybrid work environment with in-office collaboration expectations determined by business and team needs. Typical working hours
  • Typical Hours: Standard business hours, Monday through Friday, with occasional flexibility based on client and team needs.
  • This position is designed as a career development pathway into an Advisor I role.
  • Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3) months.
  • Associate Advisors are expected to earn their CFP® designation, or another approved designation, within three (3) years of entering the role.
The Associate Advisor position typically requires the following qualifications:
  • Bachelor's degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field.
  • Recent college graduate or several years of professional experience, preferably within banking, wealth management, financial services, or a related industry.
  • Currently pursuing or committed to obtaining the Certified Financial Planner™ (CFP®) designation.
  • Ability to obtain a Series 65 license within six (6) months of hire.
  • Strong analytical, organizational, and problem-solving skills.
  • Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
  • Excellent verbal and written communication skills.
  • Strong interpersonal skills with the ability to build trust and rapport with clients and team members.
  • Demonstrated intellectual curiosity and commitment to continuous learning.
  • Commitment to acting in accordance with Savant's investment philosophy, regulatory requirements, and ethical standards.
  • All Financial Advisor applicants must have a clean U4 with no disclosures
  • Employment in this position will require a signed non-compete agreement, except in states where prohibited
 
Successful Associate Advisors:
  • Earn the trust and confidence of clients and team members while consistently delivering exceptional service.
  • Ensure advisors are thoroughly prepared for client meetings through accurate planning, organization, and follow-through.
  • Anticipate client needs and proactively contribute ideas and recommendations to advisory teams.
  • Participate actively in client meetings and effectively communicate planning and investment concepts.
  • Complete client-related tasks accurately, efficiently, and with a strong sense of urgency.
  • Demonstrate strong judgment when prioritizing responsibilities and managing competing demands.
  • Consistently follow Savant's client service processes and best practices.
  • Show continuous growth in technical planning knowledge, client communication skills, and advisory responsibilities.
 
 
The Perks
 
At Savant, we invest in our people—supporting both their well-being and long-term growth. We take a market-based, growth-oriented approach to advisor compensation designed to reward both client impact and long-term value creation. The expected base salary range for this role is $65,000 - $85,000 with final pay determined by a number of factors including experience, skills, and location.
 
Our advisor compensation model includes:
  • A competitive base salary, aligned to experience and role scope
  • Performance-based incentives tied to growth, client retention, and overall contribution
  • Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model
  • Access to additional incentive programs aligned with individual and firm success
 
This structure is designed to support advisors at every stage—providing income stability, meaningful upside potential, and the opportunity to build long-term wealth as part of a growing firm. Full compensation details, including incentive structures and equity participation, are discussed during the interview process.
 
 
What Sets Savant Apart
  • Collaborative, integrated model across advisory, tax, and planning—no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success
 
Our Total Rewards
 
Core Benefits (Effective Day One):
  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage
 
Financial & Long-Term Rewards:
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs
 
Time Away & Flexibility:
  • Generous paid time off, plus at least 10 paid holidays
  • Annual “Savantiversary” day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support
 
Well-Being & Everyday Perks:
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible “Dress for Your Day” approach
 
We’re happy to share more details about our benefits and total rewards during the hiring process.
 
Take your career to new heights, apply today!
 
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
 
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
 
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer

Apply