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Wealth Associate Jobs in Michigan (NOW HIRING)

Oxford Financial GRP

Sr. Wealth Strategist

Grand Rapids, MI · On-site

$116K - $150K/yr

... associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning Deliverables * Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.

Waggoner Financial

Wealth Management Associate

Lansing, MI · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Bachelor's degree in Finance, Economics, Accounting, or a related field * 1-3 years of experience in financial services, wealth management, or a related field preferred; strong candidates without ...

County National Bank

Wealth Management Assistant

Tecumseh, MI · On-site

$41K - $47K/yr

Our associates are our greatest asset; they are committed to building lasting relationships with ... Job Summary The Wealth Management Assistant provides comprehensive administrative and operational ...

Waggoner Financial

Wealth Management Associate

Lansing, MI · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Bachelor's degree in Finance, Economics, Accounting, or a related field * 1-3 years of experience in financial services, wealth management, or a related field preferred; strong candidates without ...

County National Bank

Wealth Management Assistant

Tecumseh, MI · On-site

$41K - $47K/yr

Our associates are our greatest asset; they are committed to building lasting relationships with ... Job Summary The Wealth Management Assistant provides comprehensive administrative and operational ...

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Aug 17, 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?

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 August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 2% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $36,020 per year, or $17.3 per hour.

2027 | Americas | Detroit | Wealth Management, Private Wealth Management | New Associate

Goldman Sachs

Detroit, MI

Full-time

Posted 2 days ago

New

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks

Job description


About the program

Our New Associate Program is a full-time program for individuals who have 2-5 years of experience and an advanced degree. As a new associate, you will be an integral part of our business and develop product-specific and function-specific skills and interact closely with senior professionals and clients.

As a participant, you will:

Receive the tools needed for professional growth and career advancement
Encounter new opportunities and challenges that will prepare you for the next level
Build your professional network and interact with colleagues across the firm 

Submitting Your Application
  • Each applicant has the opportunity to apply to up to 4 separate business / location combinations in any given recruiting year. Any additional application will be auto withdrawn. In order to apply to an additional opportunity, you must withdraw a current application that has not been turned down.
  • A single applicant should not create multiple email addresses to apply to additional opportunities 

About the division

Asset & Wealth Management (AWM) offers students an unparalleled opportunity to launch their careers at one of the world's leading financial institutions. We are committed to helping a diverse global client base-including mutual funds, hedge funds, pension plans, sovereign wealth funds, insurance companies, endowments, foundations, third-party wealth firms, and ultra-high-net-worth individuals-achieve their financial goals through strategic investment and advisory services. With over $3 trillion in assets under supervision, AWM delivers innovative solutions across traditional public investing and alternative investments, with a focus on long-term performance and client success.

A career within AWM at Goldman Sachs means joining a dynamic environment that fosters growth, diversity, and professional development. Our culture values integrity, transparency, and collaboration, encouraging individuals to work as part of a diverse team passionate about their craft and clients. AWM professionals participate in exciting investment opportunities, collaborate with talented colleagues across asset classes and regions, and build meaningful client relationships. We emphasize an apprenticeship culture, enabling junior team members to learn directly from seasoned professionals

What Goldman Sachs employees say

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Benefits

Hours and flexibility

Workplace

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Goldman Sachs logo

About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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