ZipRecruiter

Log In

1

Wealth Planning Associate Jobs in Michigan (NOW HIRING)

Vertis Wealth

Associate Advisor/Account Manager

Detroit, MI · On-site

$55K - $70K/yr

... Wealth Managers, Accountants, and Attorneys. * Operational Excellence: Expertly organize and maintain complex calendars. * The Closer: Help, prep, and execute essential financial planning paperwork ...

Yoder, Ainlay, Ulmer, & Buckingham

Be Seen First

Attorney

Monroe, MI · On-site

$80K - $112K/yr

Advising clients on long‐term planning and wealth transfer Associates work closely with individuals and families on important life planning decisions, with meaningful client interaction and ...

Urgent

Yoder, Ainlay, Ulmer, & Buckingham

Be Seen First

Attorney

Monroe, MI · On-site

$80K - $112K/yr

Advising clients on long‐term planning and wealth transfer Associates work closely with individuals and families on important life planning decisions, with meaningful client interaction and ...

Urgent

Vertis Wealth

Associate Advisor/Account Manager

Detroit, MI · On-site

$55K - $70K/yr

... Wealth Managers, Accountants, and Attorneys. * Operational Excellence: Expertly organize and maintain complex calendars. * The Closer: Help, prep, and execute essential financial planning paperwork ...

Yoder, Ainlay, Ulmer, & Buckingham

Be Seen First

Attorney

Holland, MI · On-site

$80K - $112K/yr

Advising clients on long‐term planning and wealth transfer Associates work closely with individuals and families on important life planning decisions, with meaningful client interaction and ...

Urgent

Yoder, Ainlay, Ulmer, & Buckingham

Be Seen First

Attorney

Petoskey, MI · On-site

$80K - $112K/yr

Advising clients on long‐term planning and wealth transfer Associates work closely with individuals and families on important life planning decisions, with meaningful client interaction and ...

Urgent

Yoder, Ainlay, Ulmer, & Buckingham

Be Seen First

Attorney

Holland, MI · On-site

$80K - $112K/yr

Advising clients on long‐term planning and wealth transfer Associates work closely with individuals and families on important life planning decisions, with meaningful client interaction and ...

Urgent

Yoder, Ainlay, Ulmer, & Buckingham

Be Seen First

Attorney

Petoskey, MI · On-site

$80K - $112K/yr

Advising clients on long‐term planning and wealth transfer Associates work closely with individuals and families on important life planning decisions, with meaningful client interaction and ...

Urgent

Yoder, Ainlay, Ulmer, & Buckingham

Be Seen First

Attorney

Muskegon, MI · On-site

$80K - $112K/yr

Advising clients on long‐term planning and wealth transfer Associates work closely with individuals and families on important life planning decisions, with meaningful client interaction and ...

Urgent

Yoder, Ainlay, Ulmer, & Buckingham

Be Seen First

Attorney

Muskegon, MI · On-site

$80K - $112K/yr

Advising clients on long‐term planning and wealth transfer Associates work closely with individuals and families on important life planning decisions, with meaningful client interaction and ...

Urgent

Raymondjames

Associate Financial Advisor

Jackson, MI · On-site

Summary At Paramount Wealth Management, we believe life is too short to not live inspired. We are a ... Financial planning software Skill in * Client Relationship Management (CRM) software * Microsoft ...

previous page

Showing results 41-60

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 12, 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:
What job categories do people searching Wealth Planning Associate jobs in Michigan look for? The top searched job categories for Wealth Planning Associate jobs in Michigan are:
What cities in Michigan are hiring for Wealth Planning Associate jobs? Cities in Michigan with the most Wealth Planning Associate job openings:
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.

Associate Advisor/Account Manager

Vertis Wealth

Detroit, MI • On-site

$55K - $70K/yr

Full-time

Medical, Retirement, PTO

Re-posted 20 days ago

Job description

Are you ready to join a rapidly expanding financial firm and become an indispensable part of our success?


We are seeking a charismatic, highly motivated, and meticulously detail-oriented Account Manager to join our high-performing team at Vertis Wealth. If you thrive in a fast-paced environment where your communication skills and organizational prowess are critical to client satisfaction and firm growth, this is your opportunity. The ideal candidate will be a client service superstar, effortlessly managing key relationships with clients, vendors, and internal teams (Attorneys, Financial Advisors, and Wealth Managers) while executing daily projects with precision and enthusiasm. Bring your deep understanding of the professional services industry and a fierce passion for serving others!


Key Traits: Our Winning DNA

  • Unwavering Honesty, Integrity, and Accountability
  • A Standard-Bearer for Professional Competencies and Our Elite Ethical Culture
  • Dedicated, Loyal, and Driven
  • Elite Work Ethic
  • Agile and Highly Accommodating
  • Exceptional Interpersonal Skills—A True Relationship Builder
  • Reliable—You Finish What You Start

Minimum Requirements: Your Foundation for Success

  • Bachelor’s Degree Strongly Preferred
  • Life and Health License- Preferred
    1. Vertis will handle getting this for you before you start, if necessary.
    2. (We'll look into the Series 65 later on.)
  • 2+ years of experience in the financial industry is a major advantage
  • Ability to communicate impactfully with clients, advisors, and staff
  • Significant familiarity with financial markets and a crystal-clear understanding of the advice process
  • Ability to maintain an organized, proactive view of client needs and objectives
  • Thrives under pressure in a high-stakes, deadline-driven environment
  • Mastery of Effective and Efficient Time Management
  • Expert CRM Experience

Responsibilities: The Core of Your Impact

You will be the backbone supporting the Financial Advisor, ensuring the Diamond Team operates at peak performance and exceeds all client and regulatory expectations. Your mission includes:

  • Frontline Hero: Respond to and anticipate client needs daily, providing rapid, top-tier service.
  • Growth Accelerator: Play a vital role in new acquisitions, supporting Financial Advisors, Wealth Managers, Accountants, and Attorneys.
  • Operational Excellence: Expertly organize and maintain complex calendars.
  • The Closer: Help, prep, and execute essential financial planning paperwork with zero errors.
  • Quality Control: Review and compile thorough account reviews.
  • Digital Trailblazer: Document the CRM system with meticulous detail on all client communications.
  • Network Builder: Actively help build and foster a robust client referral system.
  • Brand Ambassador: Attend high-profile client events.

Salary & Benefits: Rewarding Your Excellence

  • Salary: $55,000-$70,000 (Based on Experience and Impact)
  • Benefits:
    • Premium Health Insurance
    • 401k
    • Generous Paid Time Off (PTO)

Hours:

  • Monday – Friday: 8:00 am -5:00 pm (Where the action is!)