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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 ...

Raymondjames

Associate Financial Advisor

Jackson, MI · On-site

We are seeking an Associate Financial Advisor who shares our vision and values. The Financial Advisor fosters and deepens client relationships throughout the financial review process. The ideal ...

Blumark

TAX ADVISOR

Auburn Hills, MI · On-site

$70K - $85K/yr

Responsibilities of the Tax Advisor ... Lead and mentor tax associates within the team, fostering professional growth and development.

TIAA

Wealth Advisor

Ann Arbor, MI · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Baker College

Regional Admissions Advisor

Muskegon, MI · On-site

$17.50 - $23.50/hr

The Regional Admissions Advisor at Baker College plays a vital role in guiding prospective students ... Baker College is an independent, private, non-profit institution that grants associate, bachelor ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Michigan

Associate Advisor information

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How much do associate advisor jobs pay per hour?

As of Aug 12, 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?

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
Infographic showing various Associate Advisor job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 2% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,015 per year, or $22.6 per hour.

Associate Advisor - Plymouth, MI

Savant Wealth Management

Plymouth, MI • Hybrid

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing comprehensive financial plans, and learning "The Savant Way" alongside experienced advisors and planning professionals. This entry-level advisory role is designed for individuals pursuing a CFP® designation who want to build the technical expertise, client relationship skills, and business acumen necessary to grow into a successful financial advisor.
 
Working closely with Advisors, Wealth Strategy professionals, and specialists across the firm, you'll play a key role in delivering exceptional client experiences while developing the skills needed to progress to an Advisor I position.
 
In this role, you can expect to focus in the following areas:
  • Supporting Lead and Co-Advisors in delivering a best-in-class client experience throughout the financial planning process.
  • Capturing, organizing, and maintaining client financial information, including Ideal Futures Profiles and net worth statements.
  • Assisting with financial planning software, data gathering, analysis, and plan preparation.
  • Participating in client meetings, preparing agendas and materials, documenting notes, and managing follow-up action items.
  • Coordinating planning, tax, and wealth transfer workflows with internal specialists.
  • Conducting planning and tax-related research to support client recommendations.
  • Completing planning projects and simpler client cases independently while developing technical expertise.
  • Building knowledge of portfolio management, trading, rebalancing, and investment reporting.
  • Developing confidence in discussing financial planning and investment concepts with clients.
  • Completing Savant's Advisor Training Program and progressing toward CFP® certification.
 
A couple things to note about our Associate Advisor position:
  • Plymouth, MI
  • Hybrid work environment with in-office collaboration expectations determined by business and team needs. Typical working hours
  • Typical Hours: Standard business hours, Monday through Friday, with occasional flexibility based on client and team needs.
  • This position is designed as a career development pathway into an Advisor I role.
  • Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3) months.
  • Associate Advisors are expected to earn their CFP® designation, or another approved designation, within three (3) years of entering the role.
The Associate Advisor position typically requires the following qualifications:
  • Bachelor's degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field.
  • Recent college graduate or several years of professional experience, preferably within banking, wealth management, financial services, or a related industry.
  • Currently pursuing or committed to obtaining the Certified Financial Planner™ (CFP®) designation.
  • Ability to obtain a Series 65 license within six (6) months of hire.
  • Strong analytical, organizational, and problem-solving skills.
  • Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
  • Excellent verbal and written communication skills.
  • Strong interpersonal skills with the ability to build trust and rapport with clients and team members.
  • Demonstrated intellectual curiosity and commitment to continuous learning.
  • Commitment to acting in accordance with Savant's investment philosophy, regulatory requirements, and ethical standards.
  • All Financial Advisor applicants must have a clean U4 with no disclosures
  • Employment in this position will require a signed non-compete agreement, except in states where prohibited
 
Successful Associate Advisors:
  • Earn the trust and confidence of clients and team members while consistently delivering exceptional service.
  • Ensure advisors are thoroughly prepared for client meetings through accurate planning, organization, and follow-through.
  • Anticipate client needs and proactively contribute ideas and recommendations to advisory teams.
  • Participate actively in client meetings and effectively communicate planning and investment concepts.
  • Complete client-related tasks accurately, efficiently, and with a strong sense of urgency.
  • Demonstrate strong judgment when prioritizing responsibilities and managing competing demands.
  • Consistently follow Savant's client service processes and best practices.
  • Show continuous growth in technical planning knowledge, client communication skills, and advisory responsibilities.
 
 
The Perks
 
At Savant, we invest in our people—supporting both their well-being and long-term growth. We take a market-based, growth-oriented approach to advisor compensation designed to reward both client impact and long-term value creation. The expected base salary range for this role is $65,000 - $85,000 with final pay determined by a number of factors including experience, skills, and location.
 
Our advisor compensation model includes:
  • A competitive base salary, aligned to experience and role scope
  • Performance-based incentives tied to growth, client retention, and overall contribution
  • Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model
  • Access to additional incentive programs aligned with individual and firm success
 
This structure is designed to support advisors at every stage—providing income stability, meaningful upside potential, and the opportunity to build long-term wealth as part of a growing firm. Full compensation details, including incentive structures and equity participation, are discussed during the interview process.
 
 
What Sets Savant Apart
  • Collaborative, integrated model across advisory, tax, and planning—no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success
 
Our Total Rewards
 
Core Benefits (Effective Day One):
  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage
 
Financial & Long-Term Rewards:
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs
 
Time Away & Flexibility:
  • Generous paid time off, plus at least 10 paid holidays
  • Annual “Savantiversary” day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support
 
Well-Being & Everyday Perks:
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible “Dress for Your Day” approach
 
We’re happy to share more details about our benefits and total rewards during the hiring process.
 
Take your career to new heights, apply today!
 
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
 
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
 
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer

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