Wealth Advisor Jobs in Michigan
Wealth Advisor jobs in Michigan are consistently in demand, with active hiring from Detroit's financial services corridor through Grand Rapids and Ann Arbor, drawing candidates from entry-level associate roles to senior portfolio managers. Large employers like Edward Jones, Comerica, and Huntington National Bank maintain a lasting presence across the state and regularly recruit for both client-facing and planning-focused positions. The most in-demand specialties in Michigan include retirement planning, high-net-worth client management, and small-business financial advisory. Find a role that fits below and apply directly.
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Showing 5 of 23+ Wealth Advisor jobs
Wealth Advisor - Estate & Trust Administrator
The Wealth Advisor – Estate & Trust Administrator will serve as an advisor who will help lead the handling estate, trust, and fiduciary administrations. Legacy is seeking a detail-oriented and client-focused estate and trust administrator to join our wealth advisor team. The role is primarily responsible for administering trusts, estates, and fiduciary accounts and providing exception service to clients, beneficiaries, attorneys, accountants and other professionals.
In addition to the administrator focus, the role will also include the assignment of wealth management clients providing individualized solutions to preserve and deepen Legacy Trust’s high-net-worth client relationships. The advisor will conduct comprehensive reviews to include asset allocation, retirement strategies, risk management, preservation of wealth, accumulation and wealth transfer strategies. No book of business is required and significant business development will not be an expected part of this role.
Essential Trust and Estate Administration Responsibilities:
1. Administer trust, estate and fiduciary accounts in accordance with governing documents, applicable laws, and fiduciary standards
2. Oversee disbursements, receipts, and documentation in accordance with internal procedures
3. Communicate effectively with beneficiaries, clients, attorneys, CPAs and internal partners
4. Maintain account information and accurate records in trust accounting and other systems.
5. Assist in the valuation and inventory of estate and trust assets, including real estate and business interests
6. Support the preparation and filing of income, fiduciary and estate tax returns
7. Monitor deadlines for tax filings, distributions, and reporting requirements.
8. Prepare documentation for trust committee reviews and audits.
Essential Wealth Advising and Client Relationship Responsibilities:
1. Applies advanced knowledge of financial products, services, and strategies to provide proactive holistic advance and financial planning regarding complex financial issues impacting the affluent market. Develops rapport with diverse range of personalities.
- Identifies, assembles and collaborates with a customized team of specialists to deliver high-quality client service.
3. Conducts comprehensive reviews to analyze financial data and provide recommendations for modifications based on client’s risk tolerance, goals, objectives and individual preferences. Provides comprehensive financial planning and consultations.
4. Coordinates client relationship to ensure the Legacy Trust client experience is delivered.
5. Resolves problems as primary contact for client issues.
6. Develops and executes an annual account servicing plan appropriate for the service standards, including conducting periodic reviews and leveraging the appropriate specialist to ensure client’s needs are being met.
- Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.
- Partners and leverages internal and external service providers to optimize effectiveness and efficiency.
Education & Experience:
1. Bachelor’s degree or equivalent work experience. JD, CFP, CTFA or comparable background is preferred, or experience as a paralegal in estate and trust administration.
2. 2 to 10 years of experience in estate and trust administration and / or wealth management.
3. Experience in dealing with high-net-worth clients
Other Knowledge, Skills & Abilities:
1. Knowledge of current trends in wealth management and estate administration.
2. Demonstrates strong interpersonal negotiation and exceptional written and oral communications skills.
3. Uses effective problems-solving and analytical skills.
This is considered an in-office position working Monday through Friday.
As one of West Michigan’s “Best and Brightest Companies”, Legacy Trust prides itself on our organizational values as we provide an active, entrepreneurial team environment focused on our stakeholders, our employees, and our clients. Our comprehensive and competitive compensation and benefits programs include health, dental, disability and life insurance as well as a 401(k) plan, generous leave program and onsite fitness center.
Legacy Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Pay: $85,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person
Wealth Advisor - Estate & Trust Administrator
The Wealth Advisor – Estate & Trust Administrator will serve as an advisor who will help lead the handling estate, trust, and fiduciary administrations. Legacy is seeking a detail-oriented and client-focused estate and trust administrator to join our wealth advisor team. The role is primarily responsible for administering trusts, estates, and fiduciary accounts and providing exception service to clients, beneficiaries, attorneys, accountants and other professionals.
In addition to the administrator focus, the role will also include the assignment of wealth management clients providing individualized solutions to preserve and deepen Legacy Trust’s high-net-worth client relationships. The advisor will conduct comprehensive reviews to include asset allocation, retirement strategies, risk management, preservation of wealth, accumulation and wealth transfer strategies. No book of business is required and significant business development will not be an expected part of this role.
Essential Trust and Estate Administration Responsibilities:
1. Administer trust, estate and fiduciary accounts in accordance with governing documents, applicable laws, and fiduciary standards
2. Oversee disbursements, receipts, and documentation in accordance with internal procedures
3. Communicate effectively with beneficiaries, clients, attorneys, CPAs and internal partners
4. Maintain account information and accurate records in trust accounting and other systems.
5. Assist in the valuation and inventory of estate and trust assets, including real estate and business interests
6. Support the preparation and filing of income, fiduciary and estate tax returns
7. Monitor deadlines for tax filings, distributions, and reporting requirements.
8. Prepare documentation for trust committee reviews and audits.
Essential Wealth Advising and Client Relationship Responsibilities:
1. Applies advanced knowledge of financial products, services, and strategies to provide proactive holistic advance and financial planning regarding complex financial issues impacting the affluent market. Develops rapport with diverse range of personalities.
- Identifies, assembles and collaborates with a customized team of specialists to deliver high-quality client service.
3. Conducts comprehensive reviews to analyze financial data and provide recommendations for modifications based on client’s risk tolerance, goals, objectives and individual preferences. Provides comprehensive financial planning and consultations.
4. Coordinates client relationship to ensure the Legacy Trust client experience is delivered.
5. Resolves problems as primary contact for client issues.
6. Develops and executes an annual account servicing plan appropriate for the service standards, including conducting periodic reviews and leveraging the appropriate specialist to ensure client’s needs are being met.
- Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.
- Partners and leverages internal and external service providers to optimize effectiveness and efficiency.
Education & Experience:
1. Bachelor’s degree or equivalent work experience. JD, CFP, CTFA or comparable background is preferred, or experience as a paralegal in estate and trust administration.
2. 2 to 10 years of experience in estate and trust administration and / or wealth management.
3. Experience in dealing with high-net-worth clients
Other Knowledge, Skills & Abilities:
1. Knowledge of current trends in wealth management and estate administration.
2. Demonstrates strong interpersonal negotiation and exceptional written and oral communications skills.
3. Uses effective problems-solving and analytical skills.
This is considered an in-office position working Monday through Friday.
As one of West Michigan’s “Best and Brightest Companies”, Legacy Trust prides itself on our organizational values as we provide an active, entrepreneurial team environment focused on our stakeholders, our employees, and our clients. Our comprehensive and competitive compensation and benefits programs include health, dental, disability and life insurance as well as a 401(k) plan, generous leave program and onsite fitness center.
Legacy Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Pay: $85,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person
See All 23 Wealth Advisor Jobs in Michigan
Find roles in Michigan that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in Michigan
Where Michigan roles are concentrated, by current openings.
Wealth Advisor Job Market in Michigan
A snapshot from current Michigan openings, updated as new roles post.
Who's Hiring
- JPMorganChase10
- PNC Financial Services3
- Goldman Sachs2
- Jobot1
- Legacy Trust1
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Staffing & Recruiting
What Michigan Employers Look For
The qualifications that appear most often in wealth advisor jobs across Michigan.
- Active FINRA Series 65 or Series 66 license recognized in Michigan required
- Bachelor's degree in finance, economics, business, or a closely related field
- Certified Financial Planner (CFP) designation preferred or required for senior roles
- Demonstrated experience building and managing a client book of business
- Proficiency with financial planning software such as eMoney or MoneyGuidePro
- Strong knowledge of Michigan estate planning considerations and fiduciary standards
Wealth Advisor Jobs in Michigan: Frequently Asked Questions
How do you become a wealth advisor in Michigan?
Most wealth advisors in Michigan start with a bachelor's degree in finance, economics, or business, then pass the FINRA Series 65 exam to register as an Investment Adviser Representative, or the Series 7 paired with the Series 66 if working through a broker-dealer. Michigan does not issue a separate state wealth advisor license, but registration with the Michigan Department of Licensing and Regulatory Affairs is required for advisors managing client assets above the federal threshold. The CFP designation significantly improves hiring prospects at established Michigan firms.
How much do wealth advisors make in Michigan?
Wealth advisors in Michigan earn a median of about $77,930 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $44,780 for the lowest 10% to over $288,860 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth advisors in Michigan?
Employers hiring wealth advisors in Michigan right now include JPMorganChase, PNC Financial Services, and Goldman Sachs, based on current listings on Migrate Mate as of September 2026. Michigan's density of community banks, regional credit unions, and independent registered investment advisors means hiring is distributed across the state, not concentrated solely at national firms.
Which Michigan cities have the most wealth advisor jobs?
Detroit, Grand Rapids, and Novi lead Michigan for wealth advisor openings, with Detroit's concentration of corporate headquarters, regional bank branches, and established wealth management firms driving the largest share of postings, while Grand Rapids benefits from a growing professional-services sector and Ann Arbor draws demand from university-affiliated and tech-adjacent clients.
Are there remote wealth advisor jobs in Michigan?
Yes, but they're less common than in purely analytical fields, since wealth advising depends heavily on ongoing client relationships that many employers prefer to maintain in person. About 22% of wealth advisor openings tied to Michigan are remote or hybrid as of September 2026, a proportion that reflects the relationship-driven nature of the role. Virtual and hybrid arrangements are most frequently offered for financial planning and portfolio review work rather than new client acquisition.
How can I get hired as a wealth advisor in Michigan with little or no experience?
The most realistic entry path is applying for a client associate, financial advisor trainee, or paraplanner role, which large Michigan firms like Edward Jones and Comerica use to develop advisors from the ground up. These positions let candidates build licensing credentials, typically the Series 65 or Series 7, while learning client service. Moving laterally from banking or insurance sales is another well-worn route at Michigan's community banks and credit unions. Earning the CFP marks a candidate as serious even without a full client book.
Where can I find and apply to wealth advisor jobs in Michigan?
You can find and apply to wealth advisor jobs in Michigan on Migrate Mate, which lists current Michigan openings across the state's major metros and smaller markets. Search the listings, find roles that match your experience and credentials, and apply directly to the employers posting them.
See All 23 Wealth Advisor Jobs in Michigan
Find roles in Michigan that match your experience and apply in just a few clicks.
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