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Wealth Assistant Jobs in Michigan (NOW HIRING)

Waldron Private Wealth

Wealth Planning Strategist

Plymouth, MI · On-site

$115K - $149K/yr

... * Assist in managing the internal process for prospective Ultra-High-Net Worth/Multifamily Office ... Support Wealth Planning team members in ensuring compliance, workflow, and efficiency, including ...

Waldron Private Wealth

Wealth Planning Strategist

Plymouth, MI · On-site

$115K - $149K/yr

... * Assist in managing the internal process for prospective Ultra-High-Net Worth/Multifamily Office ... Support Wealth Planning team members in ensuring compliance, workflow, and efficiency, including ...

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 ...

Deloitte

Tax Senior - Private Wealth

Detroit, MI · On-site

$80K - $100K/yr

... assist in client meetings on compliance and consulting projects related to tax planning ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...

Deloitte

Tax Senior - Private Wealth

Grand Rapids, MI

$78K - $97K/yr

... assist in client meetings on compliance and consulting projects related to tax planning ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...

Vitale Wealth Management

Be Seen First

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 ...

Baird Capital

Client Assistant

Ann Arbor, MI · On-site

$17 - $23.25/hr

Client Assistant at Baird As a Client Assistant at Baird, you'll play a pivotal role in delivering ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...

Baird

Client Assistant

Ann Arbor, MI · On-site

$17 - $23.25/hr

About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...

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Wealth Assistant information

What qualifications do I need to work in wealth management?

Wealth assistants typically need a bachelor's degree in finance, economics, or a related field. Relevant skills include strong communication, financial analysis, and proficiency with financial software; certifications like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects.

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 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 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 Planning Strategist

Waldron Private Wealth

Plymouth, MI • On-site

$115K - $149K/yr

Full-time

Re-posted 22 days ago

Job description

Waldron Private Wealth (Waldron) is looking for a Wealth Planning Strategist to partner with senior department members to create processes and help drive Wealth Planning Services for Ultra-High-Net Worth/Multifamily Office type clients (Net Worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) by researching, building strong relationships with Lead Advisors, and being a subject matter expert on various items.
In this role you will:
  • Facilitate all the client service responsibilities for Ultra-High-Net Worth/Multifamily Office type clients (Net Worth/Liquid Assets > $500MM+, Annual Revenue > $1MM).
  • Provide support to the client service team to facilitate Wealth Planning for Ultra-High-Net Worth/Multifamily Office type clients and support the complex planning needs for other complex clients, by assisting with the execution of internal and external services, including preparation of materials and coordination of meetings to showcase Waldron's value propositions for the complex wealth advisory needs.
  • Champion, manage, evaluate, and innovate the technology stack required for the Wealth Planning team to allow the Firm to continue to add efficiencies and innovate solutions for Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM).
  • Support the prospecting and onboarding process of Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) and other complex clients through research, data management, and managing client information systems.
  • Assist in managing the internal process for prospective Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) and other complex clients by gathering necessary documentation and following up on action items.
  • Ensure the accuracy and quality of work for assigned Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) and other complex clients family relationships.
  • Run the internal GAP (Gather, Analyze, Present) process for prospective Ultra-High-Net Worth/Multifamily Office type clients (Net worth/Liquid Assets > $500MM+, Annual Revenue > $1MM) to prepare the closing team to demonstrate Waldron's unique value, including oversight of all related deliverables.
  • Support in developing content, communication, and training for Waldron members on Wealth Planning offerings and updates, ensuring that all materials are up-to-date and distributed appropriately.
  • Support Wealth Planning team members in ensuring compliance, workflow, and efficiency, including updating workflow documents, monitoring deadlines, and reporting progress to management.
  • Assist the Director of Wealth Planning in identifying and supporting the execution of strategic wealth Planning initiatives and projects that align with client and Firm goals. Handle assigned tasks and coordinate with relevant departments.
  • Identify and recommend improvements in current services and vendors by gathering feedback, tracking usage data, and compiling reports on service efficiencies.
  • Act as a point of contact for inquiries about Wealth Planning offerings and processes, redirecting complex questions to senior team members or subject matter experts as needed.
Experience/Education Requirements:
  • Bachelor's Degree in finance or related field required.
  • Minimum of five (5) total years of wealth management and investment related experience required. Seven (7) years preferred.
  • Minimum of three (3) years of progressive experience working with Family Office and Ultra High Net Worth (UHNW) client families ($50MM+ in investable assets) required. Five (5) years preferred.
  • Passed CFP®, CFA, CPA, JD or another approved advanced credential required.
  • Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

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