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Wealth Management Client Associate Jobs in Michigan

Gallagher

Client Associate

Grand Rapids, MI

We assist Client Service Managers with the preparation of RFPs, coordinate vendor responses, and ... Associate's degree, professional certification, or equivalent training and experience preferred.

Financial Architects, Inc.

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Associate Financial Planner | Wealth Management

Farmington Hills, MI · On-site

$80K - $100K/yr

You've participated in client meetings. You understand investments, retirement planning, cash flow ... You'll work alongside Lead Advisors as part of an ensemble wealth management team, providing high ...

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Financial Architects, Inc.

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Associate Financial Planner | Wealth Management

Farmington Hills, MI · On-site

$80K - $100K/yr

You've participated in client meetings. You understand investments, retirement planning, cash flow ... You'll work alongside Lead Advisors as part of an ensemble wealth management team, providing high ...

New

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Wealth Management Client Associate information

See Michigan salary details

$8

$19

$35

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

As of Aug 24, 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 is a wealth management client associate?

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.

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 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.

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 August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, 2% Temporary, 3% Contract, and 1% Nights. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $40,614 per year, or $19.5 per hour.

Wealth Management Administrative Assistant

County National Bank

Tecumseh, MI • On-site

$17.75 - $23.75/hr

Full-time

Posted 18 days ago

County National Bank rating

9.1

Company rating: 9.1 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

6th of 171 rated banks

Job description

Company Overview

County National Bank was founded in 1934 as a community bank and we continue to be committed to serving the communities of southern Michigan. With 13 full-service branches and several other financial services offices, our decisions are made by local associates and board members who have a vested interest in the communities we service. Our mission is to sustain a deep commitment to our community and our tradition of banking excellence.

Our associates are our greatest asset; they are committed to building lasting relationships with clients and coworkers. When you join CNB, you will become a part of a legacy that supports the success of our associates and our communities. If you are looking for a career with purpose and a team that values friendly and knowledgeable service, we encourage you to apply.

Job Summary

The Wealth Management Assistant provides comprehensive administrative and operational support to the Wealth Management team. This role is responsible for processing client account documentation, maintaining accurate account records, and supporting the daily operations of the department. The Wealth Management Assistant coordinates with clients, internal staff, and external partners to ensure timely and accurate completion of account-related activities. The position is committed to delivering exceptional client service while maintaining confidentiality, regulatory compliance, and operational excellence.

Key Responsibilities

  • Answers phones and greet clients in a professional and courteous manner.
  • Maintains client information in the department's CRM system.
  • Utilizes dual control procedures to enter or approve trades as authorized.
  • Creates and submits client distributions after obtaining appropriate officer approval.
  • Opens new accounts in Trust Accounting platforms.
  • Prepares, scans, reviews, and retains client correspondence and documentation in Director.
  • Opens, sorts, and distributes incoming mail.
  • Maintains knowledge of the bank's products and services.
  • Provides administrative support to Trust and Wealth Management Officers, including coordinating client appointments, preparing correspondence, filing, retrieving information, and other support as needed.
  • Assists the Private Banker Officer with client requests and account research.
  • Completes Customer Identification Program (CIP) requirements and establishes new account files.
  • Assists with the preparation of tax documents, coordinates with accountants, and processes returned tax information.
  • Tracks account returns, tax refunds, and tax payments using Excel spreadsheets.
  • Communicates regularly with Wealth Management staff, other bank employees, clients, attorneys, accountants, court personnel, and multi-trust clients.
  • Maintains the confidentiality of client information.
  • Complies with all regulatory requirements, including the Bank Secrecy Act and other position-specific regulations.
  • Completes required training and continuing education.
  • Maintains regular and punctual attendance.
  • Performs other duties as assigned.

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