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Wealth Associate Jobs in Michigan (NOW HIRING)

Deloitte

Tax Senior - Private Wealth

Grand Rapids, MI · On-site

$78K - $97K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this role ends on May 31, 2027. Work You'll Do As a Tax Senior in our Private Wealth Tax practice, you ...

Deloitte

Tax Senior - Private Wealth

Detroit, MI · On-site

$80K - $100K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this role ends on May 31, 2027. Work You'll Do As a Tax Senior in our Private Wealth Tax practice, you ...

PNC Bank

Wealth Strategist III

Detroit, MI · On-site

$91K - $185K/yr

May provide direction to wealth strategists and associates. * Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and ...

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How much do wealth associate jobs pay per hour?

As of Aug 29, 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.

Private Client Service Associate

Detroit, MI

Alexander Legacy Private Wealth Management
See more jobs at Alexander Legacy Private Wealth Managementexternal

$14.25 - $19.75/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 23 days ago

Job description

We are looking for a Rockstar that loves going above and beyond to provide a stellar client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with top performing advisory service teams. Alexander Legacy Private Wealth strives for excellence in all that we do! Our goal is to create and maintain a culture that is inclusive, impactful, and fun! Are you ready to break out of the “status quo” and join our movement to help clients preserve wealth, invigorate their philanthropic ambitions, and amplify their family’s legacy?

Qualifications:

  • Bachelor’s degree preferred
  • Minimum of 5 years of portfolio administration experience with an investment management firm or custodian required
  • Active Series 7 license is required
  • Active Series 66 (63/65) license is required
  • Active Life and Health Insurance license is required
  • Proficient in Word, Excel and PowerPoint
  • Delivers clear and concise communication (oral & written)
  • Excels in a team environment and also works effectively independently
  • Reliable transportation is required and the flexibility to work at various locations (MI employees: Southfield and Detroit, IL employees: Chicago)

www.alprivatewealth.com

Alexander Legacy Private Wealth Management provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Company Description

Alexander Legacy Private Wealth Management helps clients preserve wealth, invigorate their philanthropic ambitions, and amplify their family’s legacy.