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Associate Advisor Jobs in Clarkston, MI (NOW HIRING)

Inspire Wealth

Associate Financial Advisor

Brighton, MI · On-site

$100K/yr

Associate Financial Advisor Inspire Wealth | Brighton / Ann Arbor, Michigan Full-Time Career Path Associate Financial Advisor > Financial Advisor > Lead Advisor Compensation: Base salary plus ...

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LPL Financial

Associate Financial Advisor

Shelby, MI · On-site

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 ...

Blumarktax

TAX ADVISOR

Auburn Hills, MI · On-site

$65 - $90/hr

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

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Blumark

TAX ADVISOR

Auburn Hills, MI · On-site

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

Angle Advisors

Associate

Birmingham, MI · On-site

$15 - $20/hr

Company Description Angle Advisors is an independently owned investment bank specializing in merger ... Role Description The Associate is a full-time, on-site role based in Birmingham, MI. In this ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Clarkston, MI

Associate Advisor information

See Clarkston, MI salary details

$12

$26

$46

How much do associate advisor jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate advisor in Clarkston, MI is $26.51, according to ZipRecruiter salary data. Most workers in this role earn between $18.94 and $30.48 per hour, depending on experience, location, and employer.

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 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 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 the most commonly searched types of Advisor jobs in Clarkston, MI?

The most popular types of Advisor jobs in Clarkston, MI are:

What job categories do people searching Associate Advisor jobs in Clarkston, MI look for?

The top searched job categories for Associate Advisor jobs in Clarkston, MI are:

What cities near Clarkston, MI are hiring for Associate Advisor jobs?

Cities near Clarkston, MI with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Clarkston, MI as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $55,137 per year, or $26.5 per hour.

Associate Financial Advisor

Inspire Wealth

Brighton, MI • On-site

$100K/yr

Other

Posted 2 days ago

New

Job description

Associate Financial Advisor


Inspire Wealth | Brighton / Ann Arbor, Michigan

Full-Time


Career Path

Associate Financial Advisor > Financial Advisor > Lead Advisor


Compensation:

Base salary plus performance and growth incentives.

Years 1–2: Potential to earn $75,000+ total compensation

Years 3–5: Potential to earn $100,000+ as responsibilities, client relationships, and contributions to firm growth increase


About Inspire Wealth:

Inspire Wealth is a growing independent financial planning firm serving individuals, families, retirees, professionals, and business owners.

We take a comprehensive approach to financial planning by helping coordinate investments, retirement strategies, taxes, estate planning, insurance, asset protection, and other important financial decisions.

We are looking for an Associate Financial Advisor who wants to build a long-term career, develop strong client relationships, and grow alongside the firm.


The Role:

The Associate Financial Advisor will work closely with our advisors and team to support clients while developing the skills needed to become a Financial Advisor.

Initially, you will focus on meeting preparation, financial planning support, client follow-up, account coordination, and making sure client needs are handled.

As you grow, you will take on more responsibility, including participating in and eventually leading client meetings, developing planning recommendations, managing client relationships, and contributing to business development.


Key Responsibilities:


  • Client Relationships
  • Prepare for and participate in client meetings
  • Track and complete client follow-up
  • Help clients with paperwork and action items
  • Maintain accurate client information
  • Build trusted relationships with clients
  • Financial Planning
  • Assist with planning in areas such as:
  • Retirement and investment planning
  • Social Security and Medicare
  • Roth conversions and tax strategies
  • Estate and asset protection planning
  • Insurance and long-term care
  • Cash-flow and beneficiary planning
  • Business-owner and retirement plan strategies


You are not expected to know everything on day one. We want someone who is motivated to learn and develop their planning expertise.


  • Account & Investment Support
  • Assist with account openings and transfers
  • Prepare investment proposals and reviews
  • Coordinate distributions and contributions
  • Monitor pending transactions
  • Support investment implementation
  • Team Coordination
  • Work with advisors, operations, tax, Medicare, insurance, estate planning professionals, and other partners to ensure clients receive coordinated financial guidance.
  • Business Development
  • As you grow in the role, you may participate in:
  • Prospect meetings and referrals
  • Educational and community events
  • Client appreciation events
  • Professional networking
  • Marketing initiatives
  • Developing new client relationships


This is not a traditional cold-calling or friends-and-family sales position.


Process Improvement:

We want someone who takes initiative and looks for ways to improve workflows, technology, client follow-up, planning processes, and the overall client experience.


Career & Compensation Growth:

This position is designed to grow with you.


Preferred Qualifications

  • Bachelor’s degree
  • Education or experience in finance, financial planning, accounting, economics, business, or a related field
  • Financial services or client-facing experience
  • Series 65, Series 66, or similar licensing
  • CFP® coursework or interest in pursuing the CFP® designation
  • Strong written and verbal communication skills
  • Candidates do not need to have every credential today. We are willing to invest in someone with strong potential who is committed to obtaining the necessary licenses and education.


What Success Looks Like:

Within the first 12–24 months, you should be developing the ability to independently prepare for meetings, confidently participate in client conversations, manage follow-up, identify planning opportunities, build trusted client relationships, and take increasing responsibility from senior advisors.

Ultimately, we want to develop someone into a highly capable Financial Advisor who can manage client relationships, contribute to the growth of Inspire Wealth, and build a rewarding long-term career.

Inspire Wealth


Inspire Your Today. Plan Your Tomorrow.


Apply