ZipRecruiter

Log In

1

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

Signal Advisors Inc.

Accounting Associate

Detroit, MI · On-site

$55 - $75/hr

... 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 ...

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 ...

Wheel the World

Accounting Associate

Detroit, MI · On-site

$55 - $75/hr

... 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 ...

New

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 ...

Harper Associates

Be Seen First

Financial Accounting Manager - Family Office

Birmingham, MI · On-site

$55K - $70K/yr

Search by Harper Associates A private family in Birmingham is seeking a highly experienced ... Organize tax documentation and coordinate with CPAs, attorneys, financial advisers, and other ...

previous page

Showing results 41-60

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

Associate Financial Advisor information

See Warren, MI salary details

$36.2K

$63.1K

$105.7K

How much do associate financial advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for associate financial advisor in Warren, MI is $63,076.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,600.00 and $77,500.00 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 Warren, MI?

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

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

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

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Warren, MI as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $63,076 per year, or $30.3 per hour.

Experienced Associate - Financial Reporting & Technical Accounting

Cohen & Co.

Saint Clair Shores, MI • On-site

$60K - $70K/yr

Full-time

PTO

Re-posted 5 days ago

Job description

Are you an accounting professional looking to take the next step in your career? AtCohen & Co, we believe in putting people first and fostering a culture of growth, collaboration, and excellence. As a Experienced Associate on our Office of the CFOteam, you'll work directly with clients across a variety of industries to support complex accounting and financial reporting needs. You'll assist with technical accounting, financial reporting, and day-to-day accounting operations while developing your expertise in diverse business environments. This role offers the opportunity to build strong technical skills, contribute to high-impact client projects, and grow alongside experienced advisors in a collaborative, dynamic setting.

Financial Reporting & Technical Accounting

  • Prepare and review financial statements in accordance with U.S. GAAP, IFRS, or other applicable frameworks.

  • Assist in the implementation of new accounting standards, including ASC 842 (Leases), ASC 606 (Revenue Recognition), and ASC 805 (Business Combinations).

  • Research and draft technical accounting memos addressing complex issues such as equity transactions, debt modifications, and consolidation.

  • Support clients with SEC reporting (Forms 10-Q, 10-K, and S-1 filings), as applicable.

Operational Accounting Support

  • Perform account reconciliations, journal entries, and variance analyses to support monthly, quarterly, and annual close processes.

  • Assist clients with daily accounting activities, including general ledger maintenance, intercompany transactions, and fixed asset accounting.

  • Help clients design and improve accounting processes, including the documentation of policies and procedures.

Client Engagement & Project Delivery

  • Participate in client meetings, helping to identify issues, propose solutions, and deliver high-quality work products.

  • Collaborate with cross-functional teams-including audit, tax, and consulting-to provide integrated client solutions.

  • Contribute to project planning, budgeting, and execution, ensuring timely delivery and client satisfaction.

Who You Are

Qualifications

  • Bachelor's degree in Accounting or Finance; Master's degree preferred.

  • CPA license or active progress toward CPA eligibility strongly preferred.

  • 1-4 years of experience in public accounting or corporate accounting.

  • Strong understanding of U.S. GAAP and financial reporting principles.

  • Proficiency with ERP systems (e.g., NetSuite, Sage Intacct, QuickBooks) and advanced Excel skills.

  • Excellent written and verbal communication skills with the ability to explain complex accounting concepts clearly.

  • Strong attention to detail, analytical thinking, and problem-solving abilities.

  • Ability to manage multiple priorities and work effectively in a fast-paced, client-facing environment.

Preferred Experience

  • Exposure to technical accounting research and memo writing.

  • Familiarity with internal controls and SOX compliance.

  • Prior consulting or advisory experience is a plus.

Who We Are

#LifeatCohen

Sure, we like numbers. (But we'll never treat you like one.)

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of "great people first" by:

  • Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and

  • Offering a comprehensive and competitive Total Rewardspackage, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

Learn More About Us!

  • Discover our Passion, Purpose & Expertise

  • Learn more about our Firm's culture

Estimated Base Range: $60,000 - 70,000

*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.

Apply