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Wealth Associate Jobs in Michigan (NOW HIRING)

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How much do wealth associate jobs pay per hour?

As of Aug 13, 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.

Associate Advisor/Account Manager

Vertis Wealth

Detroit, MI • On-site

$55K - $70K/yr

Full-time

Medical, Retirement, PTO

Re-posted 22 days ago

Job description

Are you ready to join a rapidly expanding financial firm and become an indispensable part of our success?
We are seeking a charismatic, highly motivated, and meticulously detail-oriented Account Manager to join our high-performing team at Vertis Wealth. If you thrive in a fast-paced environment where your communication skills and organizational prowess are critical to client satisfaction and firm growth, this is your opportunity. The ideal candidate will be a client service superstar, effortlessly managing key relationships with clients, vendors, and internal teams (Attorneys, Financial Advisors, and Wealth Managers) while executing daily projects with precision and enthusiasm. Bring your deep understanding of the professional services industry and a fierce passion for serving others!
Key Traits: Our Winning DNA
  • Unwavering Honesty, Integrity, and Accountability
  • A Standard-Bearer for Professional Competencies and Our Elite Ethical Culture
  • Dedicated, Loyal, and Driven
  • Elite Work Ethic
  • Agile and Highly Accommodating
  • Exceptional Interpersonal Skills-A True Relationship Builder
  • Reliable-You Finish What You Start

Minimum Requirements: Your Foundation for Success
  • Bachelor's Degree Strongly Preferred
  • Life and Health License- Preferred
    1. Vertis will handle getting this for you before you start, if necessary.
    2. (We'll look into the Series 65 later on.)
  • 2+ years of experience in the financial industry is a major advantage
  • Ability to communicate impactfully with clients, advisors, and staff
  • Significant familiarity with financial markets and a crystal-clear understanding of the advice process
  • Ability to maintain an organized, proactive view of client needs and objectives
  • Thrives under pressure in a high-stakes, deadline-driven environment
  • Mastery of Effective and Efficient Time Management
  • Expert CRM Experience

Responsibilities: The Core of Your Impact
You will be the backbone supporting the Financial Advisor, ensuring the Diamond Team operates at peak performance and exceeds all client and regulatory expectations. Your mission includes:
  • Frontline Hero: Respond to and anticipate client needs daily, providing rapid, top-tier service.
  • Growth Accelerator: Play a vital role in new acquisitions, supporting Financial Advisors, Wealth Managers, Accountants, and Attorneys.
  • Operational Excellence: Expertly organize and maintain complex calendars.
  • The Closer: Help, prep, and execute essential financial planning paperwork with zero errors.
  • Quality Control: Review and compile thorough account reviews.
  • Digital Trailblazer: Document the CRM system with meticulous detail on all client communications.
  • Network Builder: Actively help build and foster a robust client referral system.
  • Brand Ambassador: Attend high-profile client events.

Salary & Benefits: Rewarding Your Excellence
  • Salary: $55,000-$70,000 (Based on Experience and Impact)
  • Benefits:
    • Premium Health Insurance
    • 401k
    • Generous Paid Time Off (PTO)

Hours:
  • Monday - Friday: 8:00 am -5:00 pm (Where the action is!)

Apply