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Associate Financial Advisor Jobs in Rochester, MI

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

Licensing Care Associate

Troy, MI · On-site

Work with financial advisor and insurance companies on escalated cases * Monitors and works ... OR ~ * Associate's degree (A.A.) in Finance or Business related field from a two-year college or ...

Raymondjames

Client Service Associate

Clarkston, MI · On-site

$14.75 - $20.50/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.

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Showing results 21-40

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

Associate Financial Advisor information

See Rochester, MI salary details

$35.4K

$61.8K

$103.6K

How much do associate financial advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for associate financial advisor in Rochester, MI is $61,815.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,800.00 and $75,900.00 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 Rochester, MI?

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

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Rochester, MI as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, 2% Contract, and 1% Nights. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $61,815 per year, or $29.7 per hour.

Wealth Management Associate - MI, Troy (5227)

Equitable

Troy, MI • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 5 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights
    Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
    Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
    Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
    Location: In-office presence required
    Work-Life Balance:  Flexible schedule to maximize productivity and personal time

Skills & Experience
    Education: Bachelor's degree or equivalent skills and work experience
    Licensing: State Life & Health, SIE, Series 7, Series 66
    Personal Attributes: values-driven with a track record of success and accomplishment
    Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
    Mindset: entrepreneurial spirit with a desire to positively impact others' lives
    Collaboration: ability to work with and learn from top performers
    Work Authorization: must be authorized to work in the United States
 

Training & Development
    FINRA Sponsorship: provided for required FINRA licensing
    Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
    Virtual University: access to Equitable Advisors' Virtual University for continuous learning
    Mentorship: opportunities for joint work and mentorship
    Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
    Leadership Development: access to Leadership Development School for those with management ambition
    Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program 
 

Compensation & Benefits
    Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP

    Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management

    Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
    Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
 

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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