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Associate Financial Advisor Jobs in Monroe, MI (NOW HIRING)

Croak Capital

Associate Financial Advisor

Toledo, OH · On-site

About the Role We're hiring an Associate Financial Advisor to immediately take over an existing group of client relationships at our Toledo-based RIA. This is not a sales role, and there are no ...

New

H&R Block

Block Advisors Tax Advisor

Sylvania, OH · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Westland, MI · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Monroe, MI · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Allen Park, MI · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Baird

Branch Operations Assistant

Ann Arbor, MI · On-site

Answer inquiries from internal associates and business partners in a professional and pleasant manner. Act as a liaison between financial advisors and internal PWM support teams * Assist the Social ...

TIAA

Wealth Advisor

Ann Arbor, MI · On-site

$80K - $95K/yr

Reviews client information, including financial statements, risk investment profile and cash ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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

Associate Financial Advisor information

See Monroe, MI salary details

$35.6K

$62.2K

$104.1K

How much do associate financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for associate financial advisor in Monroe, MI is $62,168.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $76,400.00 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 the most commonly searched types of Financial Advisor jobs in Monroe, MI?

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Monroe, MI as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $62,168 per year, or $29.9 per hour.

Associate Financial Advisor

Croak Capital

Toledo, OH • On-site

Other

Medical, Retirement, PTO

Posted 2 days ago

New

Job description

About the Role

We’re hiring an Associate Financial Advisor to immediately take over an existing group of client relationships at our Toledo-based RIA.

This is not a sales role, and there are no prospecting or production quotas. Your focus is the creation and execution of financial advice and delivering a high-end client experience for clients already working with our firm.


You’ll sit between operations and senior planning: running reviews, building and maintaining plans, coordinating implementation, and making sure clients feel informed, prioritized, and well taken care of.


What You’ll Do

  • Take immediate ownership of an assigned book of existing client relationships.
  • Serve as the primary day-to-day contact for these clients via email, phone, and review meetings.
  • Build and maintain financial plans using our established process and tools.
  • Deliver clear, practical recommendations on retirement, investments, cash flow, tax-aware strategies, and basic estate structure.
  • Translate recommendations into concrete action items and ensure execution (account changes, transfers, distributions, Roth conversions, beneficiary updates, etc.).
  • Coordinate closely with our operations/meeting prep team to ensure every meeting is well-prepared and every follow-up is completed.
  • Keep Salesforce fully updated with accurate notes, tasks, and client details — no loose ends or “mental notes.”
  • Identify gaps or opportunities (idle cash, old accounts, missing documents, misaligned allocations) and proactively address them.
  • Recognize when situations require advanced planning or complexity and escalate cleanly to senior advisors with a concise summary.


What You Bring

  • 3+ years of experience in a financial services role (RIA, bank, broker-dealer, or planning firm).
  • Series 65 or similar license (or ability to obtain in a clearly defined timeframe), CFP or professional designation heavily preferred.
  • Solid working knowledge of IRAs/401(k)s, brokerage accounts, basic tax concepts, RMDs, Roth strategies, Social Security/Medicare timing, and risk management.
  • Strong written and oral communication skills — you can explain complex topics in plain language, in writing and in meetings.
  • Detail-oriented and organized, comfortable working in a CRM and following a task-based workflow.
  • Comfortable owning relationships and being accountable for outcomes, while collaborating closely with senior advisors and operations.


About Croak Capital

Croak Capital is a Toledo-based wealth management firm serving successful families who expect more than basic investment management. We focus on:

  • Time Maximization – acting as a personal representative so clients spend less time coordinating advisors.
  • Advanced Wealth Strategy – research-backed planning and portfolio management.
  • Complex Asset Management – business exits, pre-IPO investment opportunities, and real estate management focus and optimization.

This role is central to delivering consistent, high-quality advice and experience to a key group of existing clients.


What We Offer

  • Above market base salary aligned with experience.
  • Performance-based bonus tied to client satisfaction, retention, and execution quality.
  • 401(k) with employer contribution.
  • Health insurance package.
  • Flexible PTO and firm holidays.
  • Clear path to grow into a more senior advisory or planning role.

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