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Wealth Jobs in Michigan (NOW HIRING)

Waldron is looking to fill a Wealth Consultant position and is seeking a motivated, strategic, and competitive individual. This individual will have substantial responsibility for driving incremental ...

Wealth Planner

Plymouth, MI ยท On-site

$51K - $70K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment ...

Wealth Planner

Plymouth, MI ยท On-site

$51K - $70K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment ...

Wealth Planner

Plymouth, MI ยท On-site

$80 - $100/hr

Waldron Private Wealth (Waldron) is looking for a Wealth Planner to execute Waldron's financial planning process which encompasses analysis, client, and prospect deliverables, technical investment ...

Wealth Strategist

Detroit, MI ยท On-site

$125 - $150/hr

Waldron Private Wealth (Waldron) is looking for a Wealth Advisory Strategist to execute Waldron's financial planning process which encompasses analysis, client deliverables, technical planning topics ...

Wealth Strategist

Plymouth, MI ยท On-site

$115K - $149K/yr

Waldron Private Wealth (Waldron) is looking for a Wealth Advisory Strategist to execute Waldron's financial planning process which encompasses analysis, client deliverables, technical planning topics ...

In addition, Wealth Consultants are responsible for enhancing existing relationships with high and ultra-high net worth individuals and families. Wealth Consultants deliver comprehensive financial ...

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial ...

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Wealth information

See Michigan salary details

$41K

$89.8K

$129.4K

How much do wealth jobs pay per year?

As of Sep 8, 2026, the average yearly pay for wealth in Michigan is $89,844.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,800.00 and $107,600.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial services to individuals, families, or businesses with significant assets. They help clients manage, grow, and protect their wealth through investment advice, financial planning, tax strategies, estate planning, and retirement planning. Wealth managers often develop personalized strategies to meet each client's unique goals and needs, coordinating with other professionals such as accountants and attorneys as necessary. Their services are typically tailored for high-net-worth individuals seeking holistic financial guidance.

What are the key skills and qualifications needed to thrive as a wealth manager?

To thrive as a Wealth Manager, you need expertise in financial planning, investment strategies, and a strong understanding of economic markets, often backed by degrees in finance or economics and relevant certifications like CFP or CFA. Proficiency with portfolio management software, financial modeling tools, and CRM systems is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build strong client relationships. These skills are crucial for developing tailored financial strategies that protect and grow clients' wealth while maintaining high levels of client satisfaction.

What are some of the common challenges faced by wealth managers when working with clients?

Wealth managers often face challenges such as navigating complex financial regulations, staying updated on market trends, and managing diverse client expectations. Building trust and maintaining long-term relationships with clients requires clear communication and tailored strategies that align with each client's financial goals. Additionally, wealth managers must work closely with other professionals such as tax advisors, estate planners, and investment analysts to deliver comprehensive financial solutions.

What is the difference between Wealth vs Financial Advisor?

AspectWealthFinancial Advisor
CredentialsVaries; often includes certifications like CFP, CFATypically CFP, Series 7, Series 66
Work EnvironmentPrivate firms, banks, or independentFinancial planning firms, banks, or independent
Industry UsageBroad; includes wealth management, investment, estate planningSpecific; focused on client financial planning and investments
Search/Comparison IntentUnderstanding roles in wealth managementSeeking financial planning services or career info

Wealth professionals often encompass a broad range of services including investment management, estate planning, and financial advising. Financial Advisors are a specific subset focused on providing personalized financial planning and investment advice. While both roles aim to grow and protect client assets, Wealth professionals may have a wider scope, whereas Financial Advisors typically focus on client-specific financial plans.

What are the most commonly searched types of Wealth jobs in Michigan?

The most popular types of Wealth jobs in Michigan are:

Infographic showing various Wealth job openings in Michigan as of August 2026, with employment types broken down into 63% Full Time, 36% Part Time, and 1% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $89,844 per year, or $43.2 per hour.

Managing Director - Wealth Advisory

Waldron Private Wealth

Plymouth, MI โ€ข On-site

Full-time

Posted 11 days ago


Job description

Waldron Private Wealth (Waldron) is looking for a Managing Director - Wealth Advisory to lead the performance, development, and service delivery of Wealth Advisors and Partners in Wealth Advisory teams. This role collaborates across firm leadership to promote growth of the firm while ensuring a high-quality, consistent client experience.
In this role you will:
  1. Lead the development and performance of Wealth Advisors and Partners, ensuring alignment with firm standards, expectations, and growth objectives.
  2. Drive consistency of client experience and advisory delivery across Wealth Advisory teams.
  3. Provide ongoing coaching and mentorship to Wealth Advisors and Partners to strengthen business development efforts, client relationship management, communication, and meeting leadership skills.
  4. Reinforce firmwide client service standards, advisory processes, and engagement expectations across advisors.
  5. Lead and support on-the-job training (OJT) for Wealth Advisors by coordinating exposure to client meetings, business development activities, and strategic discussions.
  6. Obtain and provide feedback on activities, presentations, and advisor performance to drive continuous improvement.
  7. Support the development of Wealth Advisors' and Partners' business development capabilities, including sourcing, networking, and relationship-building strategies.
  8. Serve as a senior resource to Wealth Advisors for client, prospect and COI related activities.
  9. Partner with Director of Wealth Advisory to align talent development and wealth advisory team strategy.
  10. Provide regular feedback to the Chief Advisory Officer regarding advisor performance, development needs, and readiness for advancement.
  11. Serve as a point of escalation for advisor-level client matters, as appropriate.
  12. Support internal training sessions, workshops, and development programs for advisors.
  13. Contribute to firmwide initiatives focused on advisor development, client experience, and service model improvements.

Education/Experience Requirements:
  • Bachelor's degree in finance or related field required.
  • CFPยฎ, CFAยฎ, JD, or other relevant professional designation required. Extensive experience may be considered in lieu of professional designation.
  • Minimum of ten (10) years of experience in Wealth Advisory required. Twelve (12) years preferred.
  • Minimum of five (5) years of experience managing a team of wealth advisors required. Specific experience in the RIA and/or Private Bank channel advising high-net-worth and ultra-high-net-worth client preferred.
  • Demonstrated experience leading, mentoring, and developing advisors or team members.
  • Demonstrated understanding of business development activities and coaching required.
  • Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66).