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Wealth Assistant Jobs in Michigan (NOW HIRING)

Sequoia Financial Group Llc

Wealth Advisor

Troy, MI · On-site

Proactively maintain client relationships through excellent client service. * Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to ...

Curi Capital

Wealth Management Associate

Grand Rapids, MI · Hybrid

$15.25 - $20.25/hr

You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while ...

State Street

Who we are looking for State Street's Wealth Custody & Clearing business is seeking multiple Assistant Vice Presidents, Software Engineers to join our growing Technology organization. These are hands ...

State Street

Who we are looking for State Street's Wealth Custody & Clearing business is seeking multiple Assistant Vice Presidents, Software Engineers to join our growing Technology organization. These are hands ...

Vitale Wealth Management

Financial Advisor

Metamora, MI · On-site

$70K/yr

Vitale Wealth Management is an Investment Advisory Firm in Southeast Michigan. Our company was ... Business Growth: Assist in growing the firm's client base through outreach efforts and company ...

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 teams with estate planning on a non-exclusive basis. You will be working directly with our clients ...

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 teams with estate planning on a non-exclusive basis. You will be working directly with our clients ...

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Wealth Assistant information

What is a wealth assistant?

A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.

What does a wealth assistant do?

A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.

What are the key skills and qualifications needed to thrive as a wealth assistant?

To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.

What are the most commonly searched types of Wealth jobs in Michigan?

The most popular types of Wealth jobs in Michigan are:

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

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

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

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

What cities in Michigan are hiring for Wealth Assistant jobs?

Cities in Michigan with the most Wealth Assistant job openings:

Wealth Assistant jobs near you
Infographic showing various Wealth Assistant job openings in Michigan as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Wealth Management Administrative Assistant

Tecumseh, MI • On-site

County National Bank
Commercial Banking • 51 - 200 employees

9.1

Company rating: 9.1 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

6th of 173 rated banks

Great coworkers

People enjoy working here

Good employer

Learn more about County National Bankexternal

$17.75 - $23.75/hr

Full-time

Posted 25 days ago

Job 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.

What County National Bank employees say

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