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Wealth Planning Associate Jobs in Michigan (NOW HIRING)

Oxford Financial GRP

Sr. Wealth Strategist

Grand Rapids, MI · On-site

$116K - $150K/yr

... internal associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning ... Deliverables * Reviews estate flowcharts and prepares/reviews other complex estate planning ...

Jobot

Estate Planning Attorney

Grand Rapids, MI · On-site

$150K - $160K/yr

Why join us? ----- As an Estate Planning Associate / Probate Lawyer in our firm, we are able to ... Exposure to estate and gift tax concepts and wealth transfer planning strategies preferred.

Curi Capital

Wealth Management Associate

Grand Rapids, MI · Hybrid

$15.25 - $20.25/hr

... Wealth Management Associate in our St. Joe, Michigan or Grand Rapids, Michigan office ... In this role, you will be responsible for performing administrative and financial planning ...

TIAA

Wealth Advisor

Ann Arbor, MI · On-site

$80K - $95K/yr

... Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Michigan

Wealth Planning Associate information

See Michigan salary details

$33.6K

$68.2K

$94.1K

How much do wealth planning associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for wealth planning associate in Michigan is $68,231.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,800.00 and $79,800.00 per year, depending on experience, location, and employer.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

What are the key skills and qualifications needed to thrive as a wealth planning associate, and why are they important?

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

How much does a wealth planning associate earn?

A wealth planning associate typically earns between $60,000 and $90,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those with certifications like CFP can earn higher salaries and bonuses.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client data. Strong communication skills and relevant certifications, such as the CFP designation, are typically required.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.
What are popular job titles related to Wealth Planning Associate jobs in Michigan? For Wealth Planning Associate jobs in Michigan, the most frequently searched job titles are:
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Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, 1% Temporary, and 4% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $68,231 per year, or $32.8 per hour.

Sr. Wealth Strategist

Oxford Financial GRP

Grand Rapids, MI • On-site

$116K - $150K/yr

Full-time

Posted 6 days ago

Job description

POSITION SUMMARY

As a key member of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Senior Wealth Strategist also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates.

DUTIES & RESPONSIBILITES

Complex Client Estate and Wealth Planning Deliverables

  • Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.
  • Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities.
  • Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan.
  • Reviews, analyzes and summarizes sophisticated estate planning documents.
  • Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs.
  • Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables.
  • Anticipates client questions.

Estate Planning Technical Resource

  • Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs.
  • Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings.
  • Participates in client/prospect/advisor meetings as needed.
  • Participates in feedback/debrief meetings and takes an active approach to continuous improvement.

Firm Technical Resource

  • Provides support, clarity and answers to technical issues/questions related to tax and estate planning.
  • Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing.
  • Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors.
  • Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning.
  • Reviews or creates and maintains estate planning related technical education summaries and materials.
  • Provides subject matter expertise and training opportunities to internal associates.

Administrative, Professional Development & Other Duties

  • Handle administrative tasks, attend internal meetings, and participate in ongoing training.
  • Perform additional responsibilities as needed to support the firm and client teams.

QUALIFICATIONS

  • College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10+ years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration.
  • Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families.
  • Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area.
  • Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail.
  • Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies.
  • Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred.
  • Must have ability to explain complex estate planning strategies in a client friendly manner.
  • Must have a professional demeanor with the utmost respect for confidential matters.
  • Must be able to work independently and in a team environment.
  • Must have excellent written and verbal communication skills with strong interpersonal skills.
  • Must be detail oriented with excellent organizational skills.
  • Must have ability to multi-task and work in a fast-paced environment.
  • Must have strong work ethic with a positive attitude.

WORKING CONDITIONS

  • Limited travel as business needs necessitates
  • Long periods of sitting utilizing a computer
  • 100% onsite