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Wealth Management Advisor I Salary in Cass City, Michigan

Wealth Management Advisor I Salary in Cass City, MI

How much does a Wealth Management Advisor I make in Cass City, MI? The average Wealth Management Advisor I salary in Cass City, MI is $53,500 as of May 28, 2024, but the range typically falls between $48,100 and $60,600. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.

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Wealth Management Advisor I Salaries by Percentile
Percentile Salary Location Last Updated
10th Percentile Wealth Management Advisor I Salary $43,184 Cass City,MI May 28, 2024
25th Percentile Wealth Management Advisor I Salary $48,100 Cass City,MI May 28, 2024
50th Percentile Wealth Management Advisor I Salary $53,500 Cass City,MI May 28, 2024
75th Percentile Wealth Management Advisor I Salary $60,600 Cass City,MI May 28, 2024
90th Percentile Wealth Management Advisor I Salary $67,064 Cass City,MI May 28, 2024
25% $48,100 10% $43,184 90% $67,064 75% $60,600 $53,500 50%(Median) Didn’t find job title? Click
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Check out Wealth Management Advisor I Job Openings in Cass City, Michigan

Wealth Associate - Vice President | MOOSHI Wealth Planning & Management

Kestra Financial Independent Advisor - Novi, MI

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Wealth Management Advisor

Equitable Advisors - Troy, MI

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Wealth Advisor

NorthCoast Asset Management - , MI

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Head of Wealth Management

Leah Yosef International - , MI

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Job Description

The Wealth Management Advisor I uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Being a Wealth Management Advisor I monitors client portfolios to ensure appropriate risk profile. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. In addition, Wealth Management Advisor I follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have or be working towards the Certified Financial Planner (CFP) designation. Typically reports to a manager. Being a Wealth Management Advisor I work is closely managed. Works on projects/matters of limited complexity in a support role. Working as a Wealth Management Advisor I typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Job Openings for Wealth Management Advisor I in Cass City, MI
  • Kestra Financial Independent Advisor - Novi, MI
    The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position pr...
    - 3 Days Ago
  • Equitable Advisors - Troy, MI
    Company Overview. Equitable Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investme...
    - 1 Day Ago
  • NorthCoast Asset Management - , MI
    As a Private Client Wealth Advisor in the Detroit Metro area, you will be crucial in growing our client base, driving sales revenue, and building strong re...
    - 1 Day Ago
  • Leah Yosef International - , MI
    Market Leader, Managing Director. Multi-Family Office. Overview. Ultra High-Net Worth Multi-Family Office is expanding in the Greater Philadelphia area and...
    - 1 Day Ago
  • Greenleaf Trust - Grand Rapids, MI
    What's This Job All About. Responsible for continual communication with and relationship development of Family Office clients, prospects, and COIs. In coor...
    - 2 Days Ago

Career Path for this job

  1. This Job:

    Wealth Management Advisor I

    0 - 2 years experience
    Bachelor's Degree

  2. Up a level:

    Wealth Management Advisor II

    2 - 4 years experience
    Bachelor's Degree

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Average Base Salary

Core compensation

 
 
 
48100
60600
53500

Average Total Cash Compensation

Includes base and annual incentives

 
 
 
51800
71000
59700
These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Wealth Management Advisor I in Cass City, MI. The base salary for Wealth Management Advisor I ranges from $48,100 to $60,600 with the average base salary of $53,500. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $51,800 to $71,000 with the average total cash compensation of $59,700.
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48100
60600

 

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About Cass City, Michigan    Cass City is a village in Tuscola County in the Flint/Tri-Cities area of the U.S. state of Michigan. The population was 2,428 at the 2010 U.S. Census ....More

Cass City, Michigan  area prices were up 1.3% from a year ago    View the Cost of Living in Cass City, Michigan

Wealth Management Advisor I Salary in popular cities: Detroit, Grand Rapids, Warren

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