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Associate Financial Planner Jobs in Detroit, MI (NOW HIRING)

Financial Architects, Inc.

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Associate Financial Planner | Wealth Management

Farmington Hills, MI · On-site

$80K - $100K/yr

Financial Architects is looking for an experienced Associate Financial Planner to join our Financial Designer career track. You'll work alongside Lead Advisors as part of an ensemble wealth ...

Posted today

Financial Architects, Inc.

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Associate Financial Planner | Wealth Management

Farmington Hills, MI · On-site

$80K - $100K/yr

Financial Architects is looking for an experienced Associate Financial Planner to join our Financial Designer career track. You'll work alongside Lead Advisors as part of an ensemble wealth ...

Posted today

Financial Architects, Inc.

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Financial Associate

Farmington Hills, MI · On-site

$80K - $100K/yr

The Financial Associate plays a vital role in delivering our Financial Architecture process ... The focus is on technical planning support and collaborative execution alongside the advisory team.

Financial Architects, Inc.

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Financial Associate

Farmington Hills, MI · On-site

$80K - $100K/yr

The Financial Associate plays a vital role in delivering our Financial Architecture process ... The focus is on technical planning support and collaborative execution alongside the advisory team.

GENTHERM GmbH

FP&A Analyst

Novi, MI · On-site

$70 - $90/hr

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 ...

New

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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Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Detroit, MI

Associate Financial Planner information

See Detroit, MI salary details

$45K

$82.9K

$111.2K

How much do associate financial planner jobs pay per year?

As of Aug 21, 2026, the average yearly pay for associate financial planner in Detroit, MI is $82,908.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,100.00 and $98,800.00 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 Detroit, MI?

The most popular types of Financial Planner jobs in Detroit, MI are:

What are popular job titles related to Associate Financial Planner jobs in Detroit, MI?

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

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The top searched job categories for Associate Financial Planner jobs in Detroit, MI are:

What cities near Detroit, MI are hiring for Associate Financial Planner jobs?

Cities near Detroit, MI with the most Associate Financial Planner job openings:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Detroit, MI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $82,908 per year, or $39.9 per hour.

Associate Financial Planner | Wealth Management

Financial Architects, Inc.

Farmington Hills, MI • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 hours ago

Posted today

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Job description

You Know Financial Planning. Now You’re Ready to Grow Your Role.

You’ve built financial plans. You’ve participated in client meetings. You understand investments, retirement planning, cash flow, and the many moving pieces of a client’s financial life.

Now you’re looking for an opportunity to deepen that experience while working closely with experienced advisors, contributing to planning strategy, gaining more direct client exposure, and continuing to grow professionally.


Financial Architects is looking for an experienced Associate Financial Planner to join our Financial Designer career track. You’ll work alongside Lead Advisors as part of an ensemble wealth management team, providing high-level planning support while gradually taking on greater planning and client-facing responsibility as your experience and confidence grow.


You’ll also have an opportunity to help shape how we work—contributing ideas as we continue building our ensemble processes, planning workflows, technology, and firmwide planning standards.

We are specifically looking for someone with hands-on personal financial planning experience in a RIA, wealth management firm, or similar advisory environment.


What You’ll Do

  • Prepare, analyze, and refine comprehensive financial plans in collaboration with Lead Advisors across retirement, cash flow, investments, taxes, insurance/protection, and estate planning.
  • Identify planning opportunities, evaluate scenarios and trade-offs, and help translate analysis into clear, client-ready recommendations.
  • Review client investment accounts and support portfolio analysis, allocation reviews, rebalancing, distributions, and cash-flow needs.
  • Prepare for and participate in client meetings, with opportunities to present portions of financial plans, investment reviews, and recommendations as your role develops.
  • Work closely with Lead Advisors and Client Relationship Coordinators to support implementation and follow-through.


What We’re Looking For

  • 3–5 years of hands-on personal financial planning or wealth management experience, preferably within an RIA or fiduciary advisory environment.
  • Experience personally preparing and refining comprehensive financial plans for individuals and families.
  • Meaningful participation in client financial planning meetings; presentation experience is strongly preferred.
  • Working investment knowledge, including portfolio allocation, account reviews, rebalancing, distributions, and retirement-income needs.
  • Knowledge across retirement, cash flow, investments, tax considerations, insurance/protection, and estate planning.
  • Experience with financial planning technology. RightCapital, Holistiplan, or Nitrogen experience is especially valuable; eMoney, MoneyGuidePro, and similar platforms are also relevant.
  • Confidence learning and using new technology.
  • Series 65 registration preferred.
  • CFP® certification is ideal; candidates actively pursuing CFP® certification are also encouraged to apply.

A finance-related degree is helpful, but it does not replace relevant hands-on planning experience.


A Career Path That Can Grow With You

At Financial Architects, we call this role a Financial Designer because the work goes beyond preparing a financial plan.

As you develop, opportunities can include more complex planning, investment analysis, client presentations, technical leadership, and mentoring.

Some Financial Designers may ultimately pursue a Lead Advisor path. Others may choose to continue developing as highly skilled planning professionals.

There is more than one way to build a meaningful career here.


Work Environment

This is primarily an in-person position in Farmington Hills, Michigan.

We value collaboration and learning while also believing in a healthy, sustainable work-life balance. We work with employees to establish schedules that support both individual and business needs. Once fully established, remote-work flexibility may be considered based on individual and business circumstances.


Ready for Your Next Step?

If you already have a strong foundation in personal financial planning and want to deepen your technical skills, increase your client exposure, work closely with experienced advisors, and help build how a growing RIA delivers great financial planning, we’d like to meet you.

Company Description

Financial Architects has been helping individuals and families make better financial decisions for more than 40 years.
We’re a growing, independent wealth management firm where employees aren't just a number. You’ll work directly with experienced advisors, have opportunities to contribute ideas, and be part of a team that values individual development alongside firm growth.
Our ensemble approach means you won't be expected to carry the client relationship alone. Advisors, Financial Designers, and Client Relationship Coordinators work together to provide a coordinated client experience.
Our core values guide how we work:
• Strive for Improvement Every Day
• Think Beyond Limits
• Serve Others First