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Associate Financial Advisor Jobs in Howell, 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 ...

Raymond James Financial, Inc.

Client Service Associate

Novi, MI · On-site

$13.50 - $18.75/hr

... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.

Raymondjames

Client Service Associate

Novi, MI · On-site

$13.50 - $18.75/hr

... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... Assists Financial Advisors with marketing efforts including seminars and other client-facing events.

Sano

Client Services Associate

Farmington Hills, MI · On-site

Client Services Associate Salary: Competitive Pay Based on Experience and Credentials Department ... Coordinate with financial advisors, operations teams, custodians, and clients to obtain required ...

Memorial Healthcare

Financial Counselor

Owosso, MI · On-site

$17 - $22.25/hr

JOB SUMMARY Responsible for verifying and advising patients of insurance coverage, screen patients ... Associates Degree preferred. EXPERIENCE * Documented excellence in customer service. * Professional ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Howell, MI

Associate Financial Advisor information

See Howell, MI salary details

$36K

$62.8K

$105.3K

How much do associate financial advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for associate financial advisor in Howell, MI is $62,844.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $77,200.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are popular job titles related to Associate Financial Advisor jobs in Howell, MI?

For Associate Financial Advisor jobs in Howell, MI, the most frequently searched job titles are:

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Howell, MI as of August 2026, with employment types broken down into 83% Full Time, and 17% Contract. Highlights an 100% In-person job distribution, with an average salary of $62,844 per year, or $30.2 per hour.

Associate Financial Advisor

Inspire Wealth

Brighton, MI • On-site

$100K/yr

Other

Posted 5 days ago

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