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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

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

Farmington Hills, MI · On-site

$14.25 - $19.75/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.

Signal Advisors

Accounting Associate

Detroit, MI · On-site

... financial advisor today and only a quarter of Americans have a financial plan. Our team is ... ACCOUNTING ASSOCIATE As an Accounting Associate at Signal Advisors you will work closely with ...

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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 Jun 9, 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 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 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 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 June 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Temporary. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $61,815 per year, or $29.7 per hour.

Client Service Associate

Raymond James Financial, Inc.

Novi, MI • On-site

$13.50 - $18.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

Job description

Job Description Summary
Job Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Essential Duties and Responsibilities
  • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
  • With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
  • Opens new client accounts and researches client and security information using internal databases and other technologies.
  • For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
  • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
  • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
  • Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
  • May enter orders at the direction of the Financial Advisor.
  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
  • Performs other duties and responsibilities as assigned.

Knowledge of
  • Company's working structure, policies, mission, and strategies.
  • General office practices, procedures, and methods.
  • Investment concepts, practices and procedures used in the securities industry.
  • Financial markets, products and industry regulations.

Skill in
  • Client Relationship Management (CRM) software, or similar contact management software.
  • Excel, including developing spreadsheets as needed and for ongoing reporting.
  • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Ability to
  • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Analyze and research account information.
  • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • Identify time sensitive items and assess competing priorities.
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.
  • Analyze problems and establish solutions in a fast paced environment.
  • Use mathematics sufficient to process account and transaction information.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
  • Work both independently and as part of a cohesive team.
  • Provide a high level of customer service.

Education/Previous Experience
  • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Education
High School (HS) (Required)
Work Experience
General Experience - 0 to 3 months
Certifications
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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