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Associate Financial Planner Jobs in Michigan (NOW HIRING)

Raymondjames

Associate Financial Advisor

Jackson, MI · On-site

We are seeking an Associate Financial Advisor who shares our vision and values. The Financial ... Financial planning software Skill in * Client Relationship Management (CRM) software * Microsoft ...

Gentherm

FP&A Analyst

Novi, MI

FP&A Analyst The FP&A Analyst role provides broad exposure across Corporate FP&A, supporting ... In order to best serve our customers, internal and external, all associates must be able to ...

Gentherm

FP&A Analyst

Novi, MI · On-site

FP&A Analyst The FP&A Analyst role provides broad exposure across Corporate FP&A, supporting ... In order to best serve our customers, internal and external, all associates must be able to ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Michigan

Associate Financial Planner information

See Michigan salary details

$39.7K

$73.1K

$98.1K

How much do associate financial planner jobs pay per year?

As of Aug 7, 2026, the average yearly pay for associate financial planner in Michigan is $73,131.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,400.00 and $87,200.00 per year, depending on experience, location, and employer.

What is the difference between Associate Financial Planner vs Financial Advisor?

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

What are the key skills and qualifications needed to thrive as an associate financial planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Michigan? The most popular types of Financial Planner jobs in Michigan are:
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What job categories do people searching Associate Financial Planner jobs in Michigan look for? The top searched job categories for Associate Financial Planner jobs in Michigan are:
What cities in Michigan are hiring for Associate Financial Planner jobs? Cities in Michigan with the most Associate Financial Planner job openings:
What are popular job titles related to Associate Financial Planner jobs in MI? For Associate Financial Planner jobs in MI, the most frequently searched job titles are:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $73,131 per year, or $35.2 per hour.

Associate Financial Advisor

Raymond James Financial, Inc.

Jackson, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday

Job description

Job Description Summary
At Paramount Wealth Management, we believe life is too short to not live inspired. We are a client-focused team who are dedicated to serving others. We are seeking an Associate Financial Advisor who shares our vision and values. The Financial Advisor fosters and deepens client relationships throughout the financial review process. The ideal candidate is competent, service-oriented, coachable, and has a positive attitude!
Ready to live inspired? Apply below to take the next step.
Job Description
Essential Duties and Responsibilities
  • Manage and deepen client relationships with effective communication and personalized attention in every interaction
  • Support the firm's growth
  • Enter trades, orders, and rebalances as requested
  • Schedule, attend, and facilitate client meetings
  • Create and maintain records and files utilizing CRM software
  • Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
  • Manage and deepen client relationships with effective, proactive communication and personalized attention in every interaction
  • Open new client accounts, process money movement, and research information as needed
  • Support the firm's growth
  • Manage referrals effectively
  • Prepare financial reports, spreadsheets, and other materials for client meetings
  • Prepare financial reports, spreadsheets, and other materials for client meetings
  • Create and maintain records and files utilizing Client Relationship Management (CRM) software
  • Participate in marketing efforts including seminars and other client-facing events
  • Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures

Knowledge, Skills, and Abilities
Knowledge of
  • Company's working structure, policies, mission, and strategies
  • Company's working structure, policies, mission, and strategies
  • Managed account platforms
  • General office practices, procedures, and methods
  • General office practices, procedures, and methods
  • Investment concepts, practices, and procedures used in the securities industry
  • Financial markets, products and industry regulations
  • Investment concepts, practices, and procedures used in the securities industry
  • Financial markets, products, and industry regulations
  • Trading terminology
  • Financial planning software

Skill in
  • Client Relationship Management (CRM) software
  • Microsoft Office Suite
  • Effective communication (in-person, virtual, phone, and mail)

Ability to
  • Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Handle stressful situations and provide a high level of client attention in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a cohesive team
  • Demonstrate competence, dependability, and responsibility

Licenses/Certifications
  • SIE
  • Series 7
  • Series 63, 65 and/or 66 as required by state

Experience
  • 1+ years of experience in the financial services industry strongly preferred, particularly in a relationship management role

Benefits: Medical, Retirement + Match, PTO
Travel: Not Required
Paramount Wealth Management and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James
Education
Bachelor's (Required)
Work Experience
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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