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Associate Financial Advisor Jobs in Rochester, MI

Revolution Technologies

Finance Associate

Southfield, MI · On-site

$26.50/hr

Essential Duties and Responsibilities: • Answers calls and questions from financial advisors (FA ... less experienced associates. • Contributes to department projects, documentation, general ...

H&R Block

Block Advisors Tax Advisor

Shelby, 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

Livonia, 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

Royal Oak, 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

Birmingham, 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

Southfield, 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 ...

Morgan Stanley

Associate Market Manager

Birmingham, MI · On-site

$31.50 - $43/hr

The Associate Market Manager plays a key role in the overall management of all aspects of the ... At least 4 or more years of experience as a Financial Advisor (with satisfactory production and ...

Morgan Stanley

Associate Market Manager

Birmingham, MI · On-site

$31.50 - $43/hr

The Associate Market Manager plays a key role in the overall management of all aspects of the ... At least 4 or more years of experience as a Financial Advisor (with satisfactory production and ...

Raymondjames

Life Care Associate

Troy, MI · On-site

$15 - $20/hr

... by financial advisors/agents. Associate will prepare client file for review, enter record into ... agency management system, communicate with vendors to order necessary underwriting requirements and ...

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Showing results 41-60

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.

Hybrid Wholesaler - One Insurance Solutions

Raymond James Financial, Inc.

Troy, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

Job Description Summary
The Hybrid Wholesaler supports the growth of the One Insurance Solution platform by combining inside sales responsibilities with external advisor engagement. This role partners closely with senior Consultants and field leaders to drive insurance adoption, deepen advisor relationships, and deliver comprehensive sales support both virtually and in-person.
Job Description
Supports the One Insurance Solution Team by driving sales efforts, cultivating advisor relationships, and delivering consultative insurance solutions. Acts as a bridge between internal sales support and external field engagement, contributing to territory growth and advisor development.
Essential Duties and Responsibilities
  • Partner with senior Consultants to develop and execute territory-level sales strategies.
  • Proactively engage financial advisors via phone, email, and in-person meetings to promote insurance solutions.
  • Travel within assigned territory (25-50%) to strengthen advisor relationships and support business development efforts.
  • Deliver product positioning, case design guidance, and sales ideas tailored to advisor client needs.
  • Prepare and present illustrations, proposals, and point-of-sale materials.
  • Support and follow up on marketing campaigns, seminars, and advisor events.
  • Respond to advisor inquiries and provide advanced product and case support.
  • Maintain consistent activity tracking and pipeline management within CRM tools.
  • Collaborate with internal partners to streamline processes and improve advisor experience.
  • Contribute to strategic initiatives, training efforts, and continuous improvement of the sales platform.

Knowledge, Skills, and Abilities
Knowledge of
  • Insurance products, advanced case design, and distribution channels.
  • Sales processes, CRM systems, and pipeline management.
  • Financial advisor practices, client segmentation, and planning needs.

Skill in
  • Building and maintaining strong advisor relationships (both virtual and in-person).
  • Consultative selling and influencing decision-making.
  • Managing a territory and prioritizing opportunities effectively.
  • Delivering polished presentations and product positioning.

Ability to
  • Independently drive results while collaborating with a broader sales team.
  • Adapt messaging and strategies based on advisor sophistication and needs.
  • Balance internal responsibilities with external travel and engagement.
  • Demonstrate a proactive, growth-oriented sales mindset.

Educational / Previous Experience Requirements
  • Bachelor's degree in Business, Marketing, or a related field preferred.
  • 3-6+ years of experience in financial services, insurance sales, or wholesaling.
  • Prior experience in internal wholesaling or advisor-facing roles strongly preferred.
  • Equivalent combinations of education and experience considered with approval from Human Resources.

Licenses / Certifications
  • State Insurance Licenses required.
  • Series 7 required at time of hire or within a designated timeframe.

Work Experience
  • General Experience - 3 to 6+ years

Education
Bachelor's: Business Administration, Bachelor's: Marketing
Work Experience
General Experience - 3 to 6 years
Certifications
Other Certification Not Listed - Other
Travel
Up to 50%
Workstyle
Hybrid
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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