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Wealth Management Client Associate Jobs in Michigan

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Wealth Management Client Associate information

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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 Associate - Vice President | MOOSHI Wealth Planning & Management

Kestra Financial Independent Advisor

Novi, MI • On-site

Full-time

Posted 3 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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