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Wealth Jobs in Michigan (NOW HIRING)

Waldron Private Wealth

Wealth Strategist

Plymouth, MI · 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 ...

Sequoia Financial Group Llc

Wealth Advisor

Troy, MI · On-site

Sequoia Financial is looking for a motivated, client-focused Wealth Advisor to join our Troy, MI team. In this role, you'll serve as a primary point of contact for clients, delivering comprehensive ...

PNC Bank

As a Wealth Advisor in PNC Wealth Management, you will be based in Missouri. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage ...

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Showing results 21-40

All JobsWealth JobsWealth Jobs in Michigan

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:

Wealth jobs near you
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.

Wealth Strategist

Waldron Private Wealth

Plymouth, MI • On-site

$115K - $149K/yr

Full-time

Posted 5 days ago

Job description

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, and value-added idea generation.
In this role you will:
  • Accountable for and manage the internal activities and execution of all aspects of the Waldron financial planning process for clients with combined annual revenue of $2MM to $8MM who are assigned to their team.
  • Perform assigned client-related duties including, reviewing and analyzing reports and presentations which encompass all aspects of a client's financial picture, including investment duties. Advanced topic deliverable creation may be required by this role.
  • Run internal GAP process for assigned prospective clients to prepare the closing team to demonstrate Waldron's unique value add including, but not limited to, oversight of all related deliverables.
  • Generate new planning and investment ideas and strategies and apply them to current and prospective client situations focusing on income tax, estate planning, risk analysis, cash flow needs, and other related topics.
  • Proactively identify client and prospect needs without direct assignment by Leadership.
  • Manage and develop relationships with client key stakeholders (e.g. family office, attorneys, accountants, etc.)
  • Direct and aid in the daily operations of the team, monitoring performance, ensuring efficiency, and providing guidance and support to ensure success.
  • Develop more skills and responsibilities to play the Service Advisor role on more complex client relationships and potentially develop more skills and responsibilities to lead client relationships.
  • Coordinate and collaborate with all Firm departments to develop a holistic plan for client engagements. Provide top level concierge service to existing clients.
  • May attend and participate in client meetings; review all meeting notes and make necessary updates in applicable systems.
Experience/Education Requirements:
  • Bachelor's Degree in finance or related field required. Masters Degree in finance or related field preferred.
  • Minimum of three (3) total years of wealth management and investment related experience required. Six (6) years preferred.
  • Three (3) years of experience working with High Net Worth (HNW) ($1MM+ or $5MM+ investible assets, depending on assigned client pod) client families required.
  • Passed CFP®, CFA (Level II), CPA, JD or another approved advanced credential 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).

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