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Investment Advisor Assistant Jobs in Michigan (NOW HIRING)

Amerilife

Financial Advisor Recruiter

Ada, MI · On-site

... Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top ... assist in finalizing the recruitment and transition. * Able to articulate the unique value ...

USA Financial

Financial Advisor Recruiter

Ada, MI · On-site

... Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top ... assist in finalizing the recruitment and transition. * Able to articulate the unique value ...

Sequoia Financial Group Llc

Wealth Advisor

Troy, MI · On-site

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... Proactively maintain client relationships through excellent client service. * Assist or lead in the ...

JPMorgan Chase & Co.

$80 - $100/hr

You will play a crucial role in aiding Advisors in fostering and preserving client relationships ... * Assist in managing relationship and account reviews, promoting firm services to deepen client ...

JPMorgan Chase & Co.

$60 - $80/hr

You will play a crucial role in aiding Advisors in fostering and preserving client relationships ... * Assist in managing relationship and account reviews, promoting firm services to deepen client ...

Ilitch Charities, Inc.

Investment Specialist

Detroit, MI · On-site

$80 - $100/hr

Build excellent working relationships with internal and external clients and advisors.* Work with software providers to ensure accuracy of investment reporting.* Assist in the accounting and treasury ...

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All JobsInvestment Advisor JobsInvestment Advisor Assistant JobsInvestment Advisor Assistant Jobs in Michigan

Investment Advisor Assistant information

See Michigan salary details

$24.8K

$47.3K

$79.3K

How much do investment advisor assistant jobs pay per year?

As of Sep 7, 2026, the average yearly pay for investment advisor assistant in Michigan is $47,280.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,700.00 and $54,900.00 per year, depending on experience, location, and employer.

What is an investment advisor assistant?

Investment Advisor Assistants are professionals who support investment advisors or financial planners by performing administrative, clerical, and client service tasks. Their responsibilities often include preparing reports, scheduling client meetings, managing correspondence, updating client records, and assisting with research on investment products. They help ensure that advisors can focus on providing personalized financial advice, while maintaining smooth office operations and high levels of client satisfaction.

What does an investment advisor assistant do?

An Investment Advisor Assistant plays a vital role in maintaining strong advisor-client relationships by handling administrative tasks such as scheduling meetings, preparing account documentation, processing client requests, and ensuring all client communications are timely and accurate. They often serve as the first point of contact for clients, addressing routine inquiries and relaying more complex concerns to the investment advisor. This support allows advisors to focus on portfolio management and strategic planning, while ensuring that clients receive prompt and attentive service.

What are the key skills and qualifications needed to thrive as an investment advisor assistant?

To thrive as an Investment Advisor Assistant, you need a solid understanding of financial services, investment products, and administrative support, typically supported by a degree in finance or business. Familiarity with financial planning software, CRM systems, and regulatory compliance tools is commonly required. Strong organizational skills, attention to detail, and effective communication set top performers apart in this role. These skills are crucial for ensuring accurate client support, maintaining regulatory standards, and contributing to the advisor’s efficiency and client satisfaction.

What is the difference between Investment Advisor Assistant vs Financial Advisor Assistant?

AspectInvestment Advisor AssistantFinancial Advisor Assistant
CertificationsTypically requires FINRA Series 7 or 66, and possibly CFPSimilar certifications, often the same as Investment Advisor Assistant
Work EnvironmentSupports investment advisors in managing client portfoliosSupports financial advisors in client service and administrative tasks
Employer & IndustryFinancial services firms, investment firms, wealth managementFinancial planning firms, wealth management, banking
Search & Comparison IntentOften compared for roles supporting investment advisory servicesSimilar roles in financial planning support

The Investment Advisor Assistant and Financial Advisor Assistant roles share many similarities, including required certifications and work environments. Both support financial professionals in client management and administrative tasks within the financial services industry. The main difference lies in the focus: Investment Advisor Assistants primarily support investment advisors managing portfolios, while Financial Advisor Assistants often assist financial planners providing comprehensive financial planning services.

What cities in Michigan are hiring for Investment Advisor Assistant jobs?

Cities in Michigan with the most Investment Advisor Assistant job openings:

Investment Advisor Assistant jobs near you
Infographic showing various Investment Advisor Assistant job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $47,280 per year, or $22.7 per hour.

Financial Advisor Recruiter

AmeriLife Group, LLC

Ada, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

AmeriLife rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

96th of 315 rated insurance

Job description

Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
The USA Financial subsidiaries have cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), Formulas - a SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), USA Financial Exchange a SEC Registered Investment Advisor (a TAMP platform with over $1B in assets), and Financial HQ for Marketing & Technology Solutions.
Job Description
Requirements and/or Qualifications:
  • Financial services (industry) knowledge (preferred)
  • Experience successfully recruiting to a Broker/Dealer, RIA, and/or FMO/IMO (preferred)
  • Previous track-record of successful sales/recruiting experience
  • Self-Starter
  • Effective Communication
  • Thick-skinned (handles rejection well)
  • No Phone-Call Reluctance
  • Excellence on the phones
  • Comfortable and Professional during virtual/video calls
  • Thrive in environment motivated by closing perspective advisor recruits, commissions, incentives, and activity
  • Ability to CLOSE

Responsibilities:
  • Effectively making 75-100+ phone calls daily (hot and cold)
  • Persistency and commitment to a sound recruiting regimen to recruit advisors to the USA Financial platform(s) (BD, RIA, TAMP, IMO).
  • Successfully recruit right fit top-performing advisors to a Discovery Day Experience, where leadership, and a Senior Business Development Consultant will assist in finalizing the recruitment and transition.
  • Able to articulate the unique value proposition of USA Financial with passion and conviction
  • Able to fluently discuss all of USA Financials' systems, processes, and technology that is available to help independent advisors build, grow and sustain their ideal practice
  • Simply put, a successful Recruiter is effective at getting right-fit advisors to the Discovery Day Experience (to pass the torch to the rest of the Business Development Team) and then is able to go back out and start again from scratch to find the next advisor! Robust recruiting tools/systems/processes and lead-generation support are all provided.

What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement
We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.
Pay Transparency Statement
We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement
Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

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