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Wealth Management Client Associate Jobs in Michigan

company1302

Wealth Consultant

Plymouth, MI · On-site

... management. * Lead and oversee all service aspects of the client relationship and ensure ... Collaborate with the wealth planning and investment teams to develop and deliver customized wealth ...

Independent Bank

$17 - $22.25/hr

Associate's or Bachelor's degree preferred, or equivalent combination of education and experience. * Prior experience in financial services, banking, wealth management, or a client service role ...

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$8

$19

$35

How much do wealth management client associate jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for wealth management client associate in Michigan is $19.53, according to ZipRecruiter salary data. Most workers in this role earn between $14.86 and $21.78 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Wealth Management Client Associate, and why are they important?

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

How does a Wealth Management Client Associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

What are Wealth Management Client Associates?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

What cities in Michigan are hiring for Wealth Management Client Associate jobs? Cities in Michigan with the most Wealth Management Client Associate job openings:
Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client Associate job openings in Michigan as of June 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 97% In-person, and 3% Hybrid job distribution, with an average salary of $40,614 per year, or $19.5 per hour.
Wealth Management Advisor - Midland

Wealth Management Advisor - Midland

Greenleaf Trust

Midland, MI • On-site

Full-time

Posted 11 days ago

Job description

Who We Are

At Greenleaf Trust N.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.

Summary

Manage client relationships to perform activities relative to our role as wealth management advisors.

Your Role in Serving Clients and Assisting Divisions Includes:

Client Care:
  • Responsible for proactive client contact providing "high touch" communication and service to clients.
  • Develop and maintain a basis of knowledge in key areas of investment management, tax planning, retirement planning, philanthropic planning, trust and estate planning, and insurance planning.
  • Help clients define their needs, goals, and objectives. Responsible for developing and implementing a personalized Wealth Management Plan and ongoing strategies to achieve the client's near-term goals and ultimate legacy plan objectives.
  • Meet with prospective and existing clients regularly to maintain open communication on their portfolio status and other wealth management strategies within the relationship.
  • Manage client portfolios as set forth in the wealth management plan and investment policy statement while satisfying clients' wants, needs and desires.
  • Provide continuous support to new clients throughout the account transfer process.
  • Coordinate with the client's other professional advisors, such as tax and legal advisors.
Purposeful Growth:
  • Generate new opportunities through direct contact with existing clients, prospects, and referral sources.
  • Actively participate in business development activities and team meetings, event-driven marketing activities, and media opportunities.
  • Promote Greenleaf Trust offerings in the community including holistic wealth management, trust services, and retirement plan administration.
  • Deliver presentations to prospective client and referral sources explaining the function of Greenleaf Trust's Wealth Management Division and the potential financial and tax advantages to be gained through portfolio design and implementation as well as various other wealth management strategies.

Fiduciary Excellence:

  • Act in fiduciary capacity to perform activities related to investment and wealth management for the clients we serve.
  • Ensure that fiduciary judgment is followed based on the terms of the investment policy statement and investment guidelines of trust documents.
  • Complete investment policy documents and required reviews in a timely manner as determined by the trust committee.
  • Ensure that the steps in the CFP(R) Board's financial planning process are completed and continuously monitored.

Teamwork and Collaboration:

  • Provide expertise and back-up to other team members regarding portfolio management, wealth management planning, and other issues.
  • Serve as a mentor to other Wealth Management Advisors and Associates.
  • Work closely with Client Centric Team (CCT) members to support client needs. Track client communications in CRM system.
  • Share insights and best practices to foster a culture of continuous learning and professional development.
  • Assist with seminar content development in areas of expertise.
  • Actively participate in internal meetings and workgroup(s) for various projects.
  • All other duties as assigned

Continuing Education:

  • Participate in continuing education opportunities to remain current with new developments in the industry

DEI Commitment

Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.

Security Responsibilities

Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

Minimum Education / Experience Required

  • Bachelor's Degree and minimum 5 years of experience in portfolio and wealth management, or equivalent education and experience.
  • Certified Financial Planner® or Chartered Financial Analyst® designation is strongly preferred.
  • Sales experience in a service-related field.

OTHER

  • Regular and predictable attendance is required.
  • The position may require full day or overnight travel, approximately 40% of the time, to meet with clients outside of the general area.
  • Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.

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