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Associate Financial Planner Jobs in Rochester Hills, MI

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 Rochester Hills, MI

Associate Financial Planner information

See Rochester Hills, MI salary details

$41.9K

$77.2K

$103.6K

How much do associate financial planner jobs pay per year?

As of Aug 7, 2026, the average yearly pay for associate financial planner in Rochester Hills, MI is $77,230.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $92,000.00 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
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What job categories do people searching Associate Financial Planner jobs in Rochester Hills, MI look for? The top searched job categories for Associate Financial Planner jobs in Rochester Hills, MI are:
What cities near Rochester Hills, MI are hiring for Associate Financial Planner jobs? Cities near Rochester Hills, MI with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Rochester Hills, MI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $77,230 per year, or $37.1 per hour.

Wealth Planner - Farmington Hills, MI

Fidelity Investments

Farmington Hills, MI

$74K - $100K/yr

Full-time

Retirement

Posted 2 days ago

New

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance. You serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them grow, manage, and protect their assets. You partner with clients to develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals today, tomorrow, and across generations. Using sophisticated planning tools, you implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs. Through a high-touch planning experience, you build client dedication, increase share of wallet, generate referrals, and collaborate with peers to strengthen a culture of planning.

The Expertise and Skills You Bring
  • Bachelor's Degree highly preferred
  • CFP highly preferred
  • Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • 5+ years industry experience in financial services or a related field, 10+ years preferred
  • 3-5 years of financial planning experience, 5+ years preferred
  • Strong understanding of behavioral economics and family dynamics
  • Outstanding relationship-building skills with collaborative attitude
  • Proven track record of client satisfaction (high Net Promoter Score)
  • Deep understanding of investment theory, markets, and products
  • Success in fast paced environment
  • Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning
The Team

Fidelity's greatest advantage is its people, and we believe in supporting associates both professionally and personally through a competitive total rewards package, comprehensive benefits, and a stable base salary that recognizes performance and achievement. We are committed to your success by providing robust training and onboarding opportunities at the branch, regional, national, and virtual levels, ensuring you have the resources and support needed to thrive. Backed by industry-leading products and services, sophisticated technology, and a premier investment platform, you will build long-term relationships with clients, earn their trust through your expertise and integrity, and help guide them toward their wealth management and retirement planning goals with confidence and peace of mind.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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