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Associate Advisor Jobs in Michigan (NOW HIRING)

LPL Financial

Associate Financial Advisor

Shelby, MI · Hybrid

Associate Financial Advisor - Shelby State Bank Your career path should lead to real opportunity LPL Financial offers a complete menu of financial services to bank clients. This employment ...

H&R Block

Block Advisor Tax Advisor

Livonia, MI · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Westland, MI · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Royal Oak, MI · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Portage, MI · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Southfield, MI · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Bay City, MI · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Ann Arbor, MI · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Michigan

Associate Advisor information

See Michigan salary details

$10

$22

$39

How much do associate advisor jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for associate advisor in Michigan is $22.60, according to ZipRecruiter salary data. Most workers in this role earn between $16.15 and $25.96 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Michigan? The most popular types of Advisor jobs in Michigan are:
What are popular job titles related to Associate Advisor jobs in Michigan? For Associate Advisor jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Michigan look for? The top searched job categories for Associate Advisor jobs in Michigan are:
What cities in Michigan are hiring for Associate Advisor jobs? Cities in Michigan with the most Associate Advisor job openings:
Associate Advisor jobs near you

Associate Advisor/Account Manager

Vertis Wealth

Bay City, MI • On-site

Full-time

Medical, Retirement, PTO

Posted 22 days ago

Job description

Salary: 55,000-70,000 Annual Salary

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 SkillsA True Relationship Builder
  • ReliableYou Finish What You Start

Minimum Requirements: Your Foundation for Success

  • Bachelors DegreeStronglyPreferred
  • 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 amajor advantage
  • Ability to communicateimpactfullywith clients, advisors, and staff
  • Significant familiarity with financial markets and acrystal-clearunderstanding of the advice process
  • Ability to maintain an organized,proactiveview of client needs and objectives
  • Thrives under pressure in ahigh-stakes, deadline-drivenenvironment
  • Mastery of Effective and Efficient Time Management
  • ExpertCRM Experience

Responsibilities: The Core of Your Impact

You will be the backbone supporting the Financial Advisor, ensuring the Diamond Team operates at peak performance andexceedsall 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 withmeticulous detailon 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!)