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Wealth Manager Jobs in Rochester, MI (NOW HIRING)

Lifetime Financial Growth

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Part Time Administrative Assistant Wealth Management

Southfield, MI · On-site

$20/hr

The Administrative Assistant to a Wealth Manager will provide essential administrative support to ensure the smooth operation of financial services. The role involves managing schedules, assisting ...

Citizens

Wealth Advisor - Royal Oak, MI

Royal Oak, MI · On-site

$105K/yr

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. * Enhance and preserve relationships with key partners to boost client introductions and ...

AceStack LLC

Mainframe Developer (Wealth Management)

Troy, MI · On-site

$46 - $59/hr

Mainframe Developer (Wealth Management) Location: Cincinnati, OH / Troy, MI / Dallas, TX - Onsite Job Type: Contract We are seeking an experienced Mainframe Developer with strong Wealth Management ...

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All JobsWealth Manager JobsWealth Manager Jobs in Rochester, MI

Wealth Manager information

See Rochester, MI salary details

$22.6K

$54.8K

$106.8K

How much do wealth manager jobs pay per year?

As of Jul 3, 2026, the average yearly pay for wealth manager in Rochester, MI is $54,790.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,700.00 and $63,000.00 per year, depending on experience, location, and employer.

How do Wealth Managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is 200,000 enough to work with a financial advisor?

As a wealth manager, working with clients who have $200,000 or more in assets is common, but the amount needed to engage a financial advisor varies based on the advisor's fee structure and services. Many advisors charge a percentage of assets under management, typically around 1%, so a $200,000 portfolio would incur approximately $2,000 annually. Some firms offer fee-only or flat-fee options suitable for clients with this level of assets.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including wealth managers, earn $500,000 or more annually. Achieving this level typically requires extensive experience, a strong client base, and often specialization in high-net-worth individuals, along with certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000, with top earners reaching higher income levels through performance-based bonuses and commissions.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

How much do wealth managers earn?

Wealth managers typically earn a median annual salary of around $89,000, with total compensation often including bonuses and commissions that can significantly increase earnings. Experienced professionals with certifications like the Certified Financial Planner (CFP) can earn higher salaries, especially when managing high-net-worth clients.

What Does a Wealth Manager Do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

What exactly does a wealth manager do?

A wealth manager provides financial planning and investment management services to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop personalized strategies, and often coordinate with other professionals like accountants and estate planners. Strong knowledge of financial markets, certifications such as CFP or CFA, and client relationship skills are essential in this role.

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

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
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What cities near Rochester, MI are hiring for Wealth Manager jobs? Cities near Rochester, MI with the most Wealth Manager job openings:
Wealth Manager jobs near you
Part Time Administrative Assistant Wealth Management

Part Time Administrative Assistant Wealth Management

Lifetime Financial Growth

Southfield, MI • On-site

$20/hr

Part-time

Posted 7 days ago

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Job description

The Administrative Assistant to a Wealth Manager will provide essential administrative support to ensure the smooth operation of financial services. The role involves managing schedules, assisting with client communications, organizing documentation, and performing general office tasks to support the Wealth Manager in delivering comprehensive financial services to high-net-worth clients.

Key Responsibilities

  • Client Coordination: Assist in scheduling and managing appointments with clients, including coordination of meetings and events. Ensure timely follow-up and communication with clients.
  • Document Management: Organize and maintain client files, financial reports, and investment portfolios. Ensure confidentiality and security of sensitive financial information.
  • Communication: Serve as a point of contact between the Wealth Manager, clients, and other stakeholders. Manage inbound/outbound communication, including emails and phone calls.
  • Financial Administration: Assist with the preparation and formatting of financial documents, investment proposals, presentations, and reports. Provide assistance with client account updates and queries.
  • Calendar Management: Manage the Wealth Manager’s calendar, including scheduling meetings, coordinating travel plans, and making necessary arrangements for client-related events.
  • Expense Tracking: Assist with tracking and reporting on business expenses, ensuring records are kept up-to-date and accurate.
  • Research & Reporting: Conduct research on investment opportunities, financial products, market trends, and other related topics to assist the Wealth Manager in making informed decisions.
  • Compliance Assistance: Support the Wealth Manager in ensuring compliance with industry regulations and internal procedures related to client accounts and financial transactions.

Qualifications

  • Education: High school diploma or equivalent; Associate’s or Bachelor’s degree in business, finance, or a related field preferred.
  • Experience: Previous administrative experience in a financial, banking, or wealth management environment preferred. Familiarity with investment products, financial markets, or personal finance is a plus.

Company Description

Lifetime Financial Growth (LFG) is a privately held wealth management firm and general agency of the Guardian Life Insurance Company with a footprint that includes thirteen offices in seven states.. LFG ranks among the top financial services firms in the country with over 300+ representatives who provide personalized planning experiences to LFG's 81,000+ clients in ALL 50 states. We are committed to the development of the best individuals in our industry because we pay attention to training, product performance, financial strength, careful management and unquestioned integrity. At Lifetime Financial Growth, we are a team of highly motivated individuals where our strength is generated from our commitment to our clients, our producers, our staff and our industry.