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Associate Financial Planner Jobs in Michigan (NOW HIRING)

Equitable

Wealth Management Associate - MI, Troy (5227)

Troy, MI · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... 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 ...

Penske

Senior Financial Analyst

Dearborn, MI · On-site

$78K - $97K/yr

With operations in North America, South America, Europe and Asia, Penske and its associates help ... financial planning, analysis, or modeling - Strong data analytics and mining skills required ...

E Tech Group

Senior Financial Analyst

Birmingham, MI · On-site

$81K - $101K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... associates. You have: * Bachelor's degree in finance, accounting, economics, or a related field ... Experience with FP&A software preferred. * Strong analytical, problem-solving, and communication ...

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Showing results 41-60

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 18, 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 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.

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.

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.

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 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.

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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For Associate Financial Planner jobs in Michigan, the most frequently searched job titles are:

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Cities in Michigan with the most Associate Financial Planner job openings:

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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, 79% Full Time, 14% Part Time, 2% Temporary, 3% Contract, and 1% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $73,131 per year, or $35.2 per hour.

Senior FP&A Analyst - Forecasting & Planning

AAA Life Insurance Company

Livonia, MI • Remote

$75K - $94K/yr

Full-time

Posted 4 days ago

Job description

Overview

Why AAA Life

AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969.  At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them - and their families - when we're needed most.  By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us.   We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive.

How You'll Work

Location: Livonia, MI

Work Solution: Remote

Responsibilities

The Senior Forecasting Analyst plays a critical role within the FP&A function, serving as a subject matter expert in forecasting and financial analytics. This role owns the development and refinement of forecasting methodologies, applies advanced analytics to improve forecast accuracy, and drives insights that enhance decision-making. The position partners closely with cross-functional stakeholders and provides leadership on data-driven financial analysis.

Key Responsibilities 

  • Financial Forecasting: Develop, execute, and continuously enhance end-to-end forecasting models by leveraging advanced analytical techniques, historical trends, business drivers, and documented methodologies to improve accuracy and support planning cycles.
  • Financial Analytics: Lead the design and execution of advanced analytical frameworks, synthesizing complex KPI trends, risks, and opportunities into actionable insights and strategic recommendations for senior leadership.
  • Communication and Reporting: Collaborate cross-functionally to gather data, deliver clear and concise reporting, present insights to leadership, and maintain thorough documentation of financial models, assumptions, and methodologies.
  • Process Improvement: Identify and drive process improvements through automation and streamlined data workflows, enhancing the efficiency, accuracy, and scalability of forecasting and reporting functions.
Qualifications

Basic Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related field. f
  • 4-5 years of experience in corporate financial programs, reporting, analytics, and impact assessment.
  • Advanced knowledge of data analysis and the development of statistical and financial data to support reporting and business recommendations.
  • Advanced analytical and financial modeling skills using Excel, Power BI, SQL, and/or Python/R, including experience building scalable forecasting solutions.
  • Experience with financial systems and planning tools (e.g., ERP systems and CPM platforms such as OneStream or similar).
  • Knowledge of financial regulations, compliance requirements, and reporting standards.

Preferred Qualifications

  • Familiarity with statutory and GAAP accounting, with life insurance industry experience considered a plus.
  • Executive Communication Skills
  • Strong problem solving and decision-making skills.

Essential Job Functions 

While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel and talk or hear.  Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus. 

This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements.  Reasonable accommodations will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements. 

AAA Life Insurance Company does not offer immigration sponsorship for this position. This includes visa types such as H-1B, TN, and STEM OPT. Please do not apply if you currently require or may require employer-sponsored immigration support now or in the future.

Employment Type: FULL_TIME

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