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Wealth Associate Jobs in Warren, MI (NOW HIRING)

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for wealth associate in Warren, MI is $18.66, according to ZipRecruiter salary data. Most workers in this role earn between $13.99 and $19.42 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 Warren, MI?

The most popular types of Wealth jobs in Warren, MI are:

What cities near Warren, MI are hiring for Wealth Associate jobs?

Cities near Warren, MI with the most Wealth Associate job openings:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Warren, MI as of June 2026, with employment types broken down into 2% As Needed, 14% Full Time, 79% Part Time, and 5% Contract. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution, with an average salary of $38,815 per year, or $18.7 per hour.

Wealth Associate - Vice President | MOOSHI Wealth Planning & Management

Novi, MI • On-site

Kestra Financial Independent Advisor
See more jobs at Kestra Financial Independent Advisorexternal

Full-time

Re-posted 21 days ago

Job description

The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
  • Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
  • Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client's financial relationships.
  • Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.
  • Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors
  • Maintain a compliant filing and scanning system with Laser Fiche
  • Answer incoming calls and direct/take messages appropriately and according to firm guidelines.
  • Maintain client information in CRM database (Redtail)
  • Data input for Financial Planning software system (Goals-Based Analysis and E-Money)
  • Other responsibilities as assigned by the Wealth Advisor and Director of Operations.
Knowledge, Skills, and/or Abilities:
  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing.
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.
  • Ability to build relationships with clients and internal partners.
Education and/or Experience:
  • The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
  • High School Diploma or Associate's degree required; Bachelor's Degree preferred.
  • Previous experience in financial services a plus.
Compensation:
  • Compensation is determined by qualifications and experience.
  • Salary is generally reviewed annually or if responsibilities and/or job requirements change. Salary increases are not guaranteed.
Certificates, Licenses, Registration:
  • Series 7 and 65/66 preferred (or willingness to obtain in the future).

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