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Wealth Associate Jobs in Michigan (NOW HIRING)

Maner Costerisan

Entry Level Wealth Associate

Lansing, MI · On-site

$65K - $75K/hr

Wealth Associate - Maner Wealth Exciting opportunity to join our established Maner Wealth practice as an entry level Wealth Associate! Target start date is June 2027. Summary of Responsibilities: The ...

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Curi Capital

Wealth Management Associate

Grand Rapids, MI · Hybrid

$15.25 - $20.25/hr

The Role We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate in our St. Joe, Michigan ...

TIAA

Wealth Advisor

Ann Arbor, MI · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Inspire Wealth

Associate Financial Advisor

Brighton, MI · On-site

$100K/yr

Associate Financial Advisor Inspire Wealth | Brighton / Ann Arbor, Michigan Full-Time Career Path Associate Financial Advisor > Financial Advisor > Lead Advisor Compensation: Base salary plus ...

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How much do wealth associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for wealth associate in Michigan is $17.32, according to ZipRecruiter salary data. Most workers in this role earn between $12.98 and $18.03 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

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

The most popular types of Wealth jobs in Michigan are:

What cities in Michigan are hiring for Wealth Associate jobs?

Cities in Michigan with the most Wealth Associate job openings:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 27% Part Time, 3% Temporary, 2% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $36,020 per year, or $17.3 per hour.

Entry Level Wealth Associate

Maner Costerisan

Lansing, MI • On-site

$65K - $75K/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

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Job description

Wealth Associate – Maner Wealth
Exciting opportunity to join our established Maner Wealth practice as an entry level Wealth Associate! Target start date is June 2027.
Summary of Responsibilities:
The Wealth Associate will be responsible for all areas of the financial planning process, investment management and managing client relationships.
Essential Functions:
  • Servicing and advising existing clients
  • Work with our software (e.g., Wealthbox, eMoney, Schwab) to manage client relationships and provide financial advice
  • Manage client relationships including regular client contact in-person, via phone, as well as electronically
.
Job Qualifications:
  • Experience directly working with families on personal financial planning preferred
  • Bachelor’s Degree from an accredited University
  • CFP certification a plus
  • Series 65 License preferred
  • Experience with eMoney or other financial planning software
Knowledge, Abilities and Skills:
  • Ability to build deep relationships and trust with clients, team members, and COI’s
  • Thorough computer skills a must including Microsoft Office Suite
  • Excellent verbal and written communication skills a must
  • Knowledge of, and experience with, DC and DB plans is strongly preferred
  • Strong interpersonal skills and a compelling aptitude to provide advice
  • Ability to think critically, identify, meet and follow through with recommendations for clients
  • Strong attention to detail and highly organized
  • Ability to work independently and perform multiple tasks efficiently
Benefits:
  • Competitive compensation package
  • Generous Paid Time Off policy
  • Medical, Dental and Vision Insurance available
  • Life and Disability insurance
  • Wellness Reimbursement
  • 401k with profit sharing

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