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Wealth Manager Jobs in Rochester, MI (NOW HIRING)

Financial Architects, Inc.

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Associate Financial Planner | Wealth Management

Farmington Hills, MI · On-site

$80K - $100K/yr

You'll work alongside Lead Advisors as part of an ensemble wealth management team, providing high-level planning support while gradually taking on greater planning and client-facing responsibility as ...

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Deloitte

Tax Manager - Private Wealth

Detroit, MI · On-site

$109K - $144K/yr

Recruiting for this role ends on May 31, 2027 Work You'll Do As a Tax Manager in our Private Wealth Tax practice, you'll lead high-quality reviews of tax research, workpapers, and tax returns across ...

Vitale Wealth Management

Financial Advisor

Metamora, MI · On-site

$70K/yr

Vitale Wealth Management is an Investment Advisory Firm in Southeast Michigan. Our company was established in 2016, an affiliate of our longstanding American Retirement Solutions established in 2007.

Pwc

Asset & Wealth Management Tax Manager

Detroit, MI · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on ...

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All JobsWealth 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 Aug 22, 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.

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.

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.

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 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.

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 wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.
More about Wealth Manager jobs

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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
Infographic showing various Wealth Manager job openings in Rochester, MI as of August 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $54,790 per year, or $26.3 per hour.

Associate Financial Planner | Wealth Management

Financial Architects, Inc.

Farmington Hills, MI • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

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Job description

You Know Financial Planning. Now You’re Ready to Grow Your Role.

You’ve built financial plans. You’ve participated in client meetings. You understand investments, retirement planning, cash flow, and the many moving pieces of a client’s financial life.

Now you’re looking for an opportunity to deepen that experience while working closely with experienced advisors, contributing to planning strategy, gaining more direct client exposure, and continuing to grow professionally.


Financial Architects is looking for an experienced Associate Financial Planner to join our Financial Designer career track. You’ll work alongside Lead Advisors as part of an ensemble wealth management team, providing high-level planning support while gradually taking on greater planning and client-facing responsibility as your experience and confidence grow.


You’ll also have an opportunity to help shape how we work—contributing ideas as we continue building our ensemble processes, planning workflows, technology, and firmwide planning standards.

We are specifically looking for someone with hands-on personal financial planning experience in a RIA, wealth management firm, or similar advisory environment.


What You’ll Do

  • Prepare, analyze, and refine comprehensive financial plans in collaboration with Lead Advisors across retirement, cash flow, investments, taxes, insurance/protection, and estate planning.
  • Identify planning opportunities, evaluate scenarios and trade-offs, and help translate analysis into clear, client-ready recommendations.
  • Review client investment accounts and support portfolio analysis, allocation reviews, rebalancing, distributions, and cash-flow needs.
  • Prepare for and participate in client meetings, with opportunities to present portions of financial plans, investment reviews, and recommendations as your role develops.
  • Work closely with Lead Advisors and Client Relationship Coordinators to support implementation and follow-through.


What We’re Looking For

  • 3–5 years of hands-on personal financial planning or wealth management experience, preferably within an RIA or fiduciary advisory environment.
  • Experience personally preparing and refining comprehensive financial plans for individuals and families.
  • Meaningful participation in client financial planning meetings; presentation experience is strongly preferred.
  • Working investment knowledge, including portfolio allocation, account reviews, rebalancing, distributions, and retirement-income needs.
  • Knowledge across retirement, cash flow, investments, tax considerations, insurance/protection, and estate planning.
  • Experience with financial planning technology. RightCapital, Holistiplan, or Nitrogen experience is especially valuable; eMoney, MoneyGuidePro, and similar platforms are also relevant.
  • Confidence learning and using new technology.
  • Series 65 registration preferred.
  • CFP® certification is ideal; candidates actively pursuing CFP® certification are also encouraged to apply.

A finance-related degree is helpful, but it does not replace relevant hands-on planning experience.


A Career Path That Can Grow With You

At Financial Architects, we call this role a Financial Designer because the work goes beyond preparing a financial plan.

As you develop, opportunities can include more complex planning, investment analysis, client presentations, technical leadership, and mentoring.

Some Financial Designers may ultimately pursue a Lead Advisor path. Others may choose to continue developing as highly skilled planning professionals.

There is more than one way to build a meaningful career here.


Work Environment

This is primarily an in-person position in Farmington Hills, Michigan.

We value collaboration and learning while also believing in a healthy, sustainable work-life balance. We work with employees to establish schedules that support both individual and business needs. Once fully established, remote-work flexibility may be considered based on individual and business circumstances.


Ready for Your Next Step?

If you already have a strong foundation in personal financial planning and want to deepen your technical skills, increase your client exposure, work closely with experienced advisors, and help build how a growing RIA delivers great financial planning, we’d like to meet you.

Company Description

Financial Architects has been helping individuals and families make better financial decisions for more than 40 years.
We’re a growing, independent wealth management firm where employees aren't just a number. You’ll work directly with experienced advisors, have opportunities to contribute ideas, and be part of a team that values individual development alongside firm growth.
Our ensemble approach means you won't be expected to carry the client relationship alone. Advisors, Financial Designers, and Client Relationship Coordinators work together to provide a coordinated client experience.
Our core values guide how we work:
• Strive for Improvement Every Day
• Think Beyond Limits
• Serve Others First