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Wealth Associate Jobs in Michigan (NOW HIRING)

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Jun 11, 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 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 key skills and qualifications needed to thrive as a Wealth Associate, and why are they important?

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 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 June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $36,020 per year, or $17.3 per hour.

Client Service & Operations Associate

Sanctuary Wealth Group, LLC

Bloomfield Hills, MI

$65K - $75K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

Job description

Client Service & Operations Associate

Location: Bloomfield Hills, MI

Type: Full-Time, In-Office (Monday-Friday)

Join Our Team at Famiglia Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Famiglia Wealth, our approach is rooted in integrity, respect, and collaboration. We're building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service.

This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path.

Position Overview - Famiglia Wealth is seeking a Client Service & Operations Specialist to play a vital role in supporting the operational backbone of our firm. You will work closely with the Director of Operations and the broader team to ensure smooth, accurate, and efficient execution of client service and back-office deliverables. This is a detail-driven, execution-oriented role ideal for someone who thrives on organization, precision, and high-touch service.

Your Role & Responsibilities

You will support end-to-end operations that impact client service and firm efficiency, including but not limited to:

  • Manage account openings, transfers, and ongoing maintenance workflows.
  • Accurately process time-sensitive money movements (wires, transfers, etc.).
  • Coordinate with custodians and internal teams to track status and resolve issues.
  • Maintain precise client records in our CRM (Wealthbox experience preferred but not required).
  • Support client communications via phone, email, and in person with professionalism and care.
  • Prepare and process account paperwork and documentation.
  • Assist in client meetings as needed.
  • Identify opportunities to streamline workflows and improve client outcomes.
  • Serve as a trusted operational partner to advisors and internal teams.

Requirements

What We're Looking For

  • 3+ years of experience in wealth management, financial services, RIA operations, or client service.
  • Experience in similar roles such as Client Associate, Operations Coordinator, or Specialist.
  • Familiarity with custodial platforms (Pershing, Schwab, etc.) and CRM systems (Wealthbox a plus).
  • Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
  • Highly organized, detail-oriented, proactive, and able to work independently and with a team.
  • Candidate seeking a long-term opportunity with potential for growth (not into advisory).
  • Nice-to-Have: Securities licenses (Series 7/63/66), but not required.

Why Famiglia?

  • Competitive base salary ($65k-$75k) with potential bonus opportunities
  • Health, dental, vision insurance
  • 401(k)
  • PTO
  • On-the-job training and professional development
  • A culture that values focus during the workday and balance after hours

Apply