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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 ...

Bankers Life

Wealth Management Trainee

Chelsea, MI · On-site

$19K/yr

Develop a client base by growing relationships with your network, establish and maintain strong ... Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and ...

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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 Sep 13, 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 Associate

Lansing, MI • On-site

Waggoner Financial
See more jobs at Waggoner Financialexternal

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 3 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.

Requirements

  • 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.

Benefits

  • 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.