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Wealth Management Associate Jobs in Lansing, MI (NOW HIRING)

Maner Costerisan

Entry Level Wealth Associate

Lansing, MI · On-site

$65K - $75K/hr

Wealth Associate - Maner Wealth Exciting opportunity to join our established Maner Wealth practice ... Manage client relationships including regular client contact in-person, via phone, as well as ...

Principal

Experienced Financial Advisor

Lansing, MI · On-site

$100K/yr (+ commission)

At Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract, retain, and support their ...

WizeHire, Inc

Experienced Financial Advisor

Lansing, MI · On-site

$90 - $130/hr

At Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract, retain, and support their ...

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Principal

Experienced Financial Advisor

Lansing, MI · On-site

At Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract, retain, and support their ...

Plantemoran

Tax Manager - Commercial

East Lansing, MI · On-site

$105K - $137K/yr

Supervise and develop a team of 1-2 associates on each engagement in the areas of client engagement ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...

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How much do wealth management associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for wealth management associate in Lansing, MI is $20.13, according to ZipRecruiter salary data. Most workers in this role earn between $15.10 and $20.96 per hour, depending on experience, location, and employer.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a wealth management associate?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What are the most commonly searched types of Wealth Management jobs in Lansing, MI?

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

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

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

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Lansing, MI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $41,875 per year, or $20.1 per hour.

Wealth Management Associate

Waggoner Financial

Lansing, MI • On-site

$55 - $75/hr

Other

Medical, Dental, Life, Retirement, PTO

Posted 25 days ago

Job description

  • Manage and grow a mixed book of business, including both inherited and self-sourced client relationships.
  • Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
  • Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
  • Manage client account paperwork, onboarding, and ongoing service requests.
  • Maintain CRM and portfolio management systems with accurate client information.
  • 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 direct experience will be considered
  • Progress toward or willingness to pursue CFP® certification
  • Proficiency in Microsoft Excel and Word; comfort learning planning and portfolio management software
  • Strong written and verbal communication skills
  • Preferred (Not Required)
    • CFP® certification or active progress toward it
    • SIE, Series 7 & 66, certification or active progress toward it
  • Comprehensive health, dental, life, and short and long term disability insurance
  • 401(k) with company match
  • Generous paid time off
  • Full support for CFP® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66
  • Direct mentorship from senior advisors, with a clear path to expanded client responsibility
  • Competitive base salary plus performance based incentive compensation
  • A small, collaborative firm environment with direct access to leadership and a real seat at the table
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