ZipRecruiter

Log In

1

Wealth Management Client Associate Jobs in Rochester, MI

Gallagher

Sr. Client Associate

Bloomfield Hills, MI · On-site

$13.75 - $19/hr

As a Senior Client Associate, you'll play a key role in supporting our clients and ensuring they ... Create and manage documents, certificates, and reports using Gallagher's systems and tools.

NFP

Client Service Associate I

Royal Oak, MI · Hybrid

$50K - $78K/yr

Client Service Associate (CSA) NFP, an Aon company, is seeking a Client Service Associate (CSA) to ... Support both life insurance and wealth management activities by preparing materials for client and ...

NFP

Client Service Associate I

Royal Oak, MI · Hybrid

$50K - $78K/yr

Support both life insurance and wealth management activities by preparing materials for client and prospect meetings, including summaries, illustrations, reports, proposals, and presentations ...

Innovia Wealth

Client Service Associate

Birmingham, MI · On-site

$13.75 - $19/hr

As a Client Service Associate, you will be a critical partner to our Wealth Advisors, Financial Planners and clients. From coordinating review meetings to responding to inquiries and managing ...

Innovia Wealth

Client Service Associate

Birmingham, MI · On-site

$13.75 - $19/hr

As a Client Service Associate, you will be a critical partner to our Wealth Advisors, Financial Planners and clients. From coordinating review meetings to responding to inquiries and managing ...

Innovia Wealth

Client Service Associate

Birmingham, MI

$13.75 - $19/hr

As a Client Service Associate, you will be a critical partner to our Wealth Advisors, Financial Planners and clients. From coordinating review meetings to responding to inquiries and managing ...

NFP

Client Service Associate I

Royal Oak, MI · On-site

$50K - $78K/yr

Support both life insurance and wealth management activities by preparing materials for client and prospect meetings, including summaries, illustrations, reports, proposals, and presentations ...

Mariner

Client Service Associate

Bloomfield, MI · On-site

$60K - $75K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Wealth management experience a plus Skills and Knowledge * Strong PC proficiency with MS Office ...

New

Citizens

Wealth Advisor - Royal Oak, MI

Royal Oak, MI

$105K/yr

Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. * Grow existing relationships through partnership referrals. * Tailor wealth management planning to meet ...

next page

Showing results 1-20

People also search for

All JobsWealth Management Client Associate JobsWealth Management Client Associate Jobs in Rochester, MI

Wealth Management Client Associate information

See Rochester, MI salary details

$9

$20

$37

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 Rochester, MI is $20.62, according to ZipRecruiter salary data. Most workers in this role earn between $15.72 and $23.03 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 near Rochester, MI are hiring for Wealth Management Client Associate jobs? Cities near Rochester, MI 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 Rochester, MI as of June 2026, with employment types broken down into 1% As Needed, 64% Full Time, 30% Part Time, 1% Temporary, and 4% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $42,891 per year, or $20.6 per hour.
Private Client Service Associate

Private Client Service Associate

Alexander Legacy Private Wealth Management

Detroit, MI

$14.25 - $19.75/hr

Full-time

Medical, Dental, Vision, Retirement

Posted 3 days ago

Job description

We are looking for a Rockstar that loves going above and beyond to provide a stellar client experience. This person must have an extreme attention to detail, possess a phenomenal work ethic and have a proven track record of success working with top performing advisory service teams. Alexander Legacy Private Wealth strives for excellence in all that we do! Our goal is to create and maintain a culture that is inclusive, impactful, and fun! Are you ready to break out of the “status quo” and join our movement to help clients preserve wealth, invigorate their philanthropic ambitions, and amplify their family’s legacy?

Qualifications:

  • Bachelor’s degree preferred
  • Minimum of 5 years of portfolio administration experience with an investment management firm or custodian required
  • Active Series 7 license is required
  • Active Series 66 (63/65) license is required
  • Active Life and Health Insurance license is required
  • Proficient in Word, Excel and PowerPoint
  • Delivers clear and concise communication (oral & written)
  • Excels in a team environment and also works effectively independently
  • Reliable transportation is required and the flexibility to work at various locations (MI employees: Southfield and Detroit, IL employees: Chicago)

www.alprivatewealth.com

Alexander Legacy Private Wealth Management provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Company Description

Alexander Legacy Private Wealth Management helps clients preserve wealth, invigorate their philanthropic ambitions, and amplify their family’s legacy.