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Associate Financial Planner Jobs in Rochester Hills, MI

Penske

Senior Financial Analyst

Dearborn, MI

$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 ...

Penske

Senior Financial Analyst

Dearborn, MI · On-site

$78K - $98K/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 ...

Penske

Senior Financial Analyst

Dearborn, MI · On-site

$75K - $102K/yr

Our excellent benefits plan keeps associates and their families happy, healthy, and secure. To ... financial planning, analysis, or modeling - Strong data analytics and mining skills required ...

Penske

Senior Financial Analyst

Dearborn, MI · On-site

$75K - $102K/yr

Our excellent benefits plan keeps associates and their families happy, healthy, and secure. To ... financial planning, analysis, or modeling - Strong data analytics and mining skills required ...

Penske

Senior Financial Analyst

Dearborn, MI · On-site

$75K - $102K/yr

Our excellent benefits plan keeps associates and their families happy, healthy, and secure. To ... financial planning, analysis, or modeling - Strong data analytics and mining skills required ...

Penske

Senior Financial Analyst

Dearborn, MI · On-site

$78K - $98K/yr

... financial planning, analysis, or modeling - Strong data analytics and mining skills required ... The associate is frequently required to use hands to touch, handle, and feel, and to reach with ...

Carhartt

Merchandise Planner D2C

Dearborn, MI · On-site

Associate Responsibilities * Ensure you execute the daily/weekly/monthly activities of the Planning ... the financial targets for Sales, Margin, Productivity, and Inventory Metrics * Build Pre Season ...

Ameriprise Financial

Operations Manager

Troy, MI · On-site

$100K - $120K/yr

... Associates is a dynamic and client-focused Ameriprise Financial advisory practice dedicated to helping individuals and families achieve their financial goals through comprehensive financial planning ...

Aampower

Financial Analyst

Detroit, MI · Hybrid

... , Hyperion Financial Management (HFM) preferred About Dauch: Dauch Corporation is a premier ... Dauch will not discriminate against any Associate or applicant for employment because of age, race ...

Ameriprise Financial - Michigan

Operations Manager

Troy, MI · On-site

$100K - $120K/yr

... Associates is a dynamic and client-focused Ameriprise Financial advisory practice dedicated to helping individuals and families achieve their financial goals through comprehensive financial planning ...

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Showing results 21-40

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
What are the most commonly searched types of Financial Planner jobs in Rochester Hills, MI? The most popular types of Financial Planner jobs in Rochester Hills, MI are:
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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 Associate - Vice President | MOOSHI Wealth Planning & Management

Kestra Financial Independent Advisor

Novi, MI • On-site

Full-time

Re-posted yesterday

Job description

The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
  • Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
  • Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client's financial relationships.
  • Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.
  • Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors
  • Maintain a compliant filing and scanning system with Laser Fiche
  • Answer incoming calls and direct/take messages appropriately and according to firm guidelines.
  • Maintain client information in CRM database (Redtail)
  • Data input for Financial Planning software system (Goals-Based Analysis and E-Money)
  • Other responsibilities as assigned by the Wealth Advisor and Director of Operations.
Knowledge, Skills, and/or Abilities:
  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing.
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.
  • Ability to build relationships with clients and internal partners.
Education and/or Experience:
  • The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
  • High School Diploma or Associate's degree required; Bachelor's Degree preferred.
  • Previous experience in financial services a plus.
Compensation:
  • Compensation is determined by qualifications and experience.
  • Salary is generally reviewed annually or if responsibilities and/or job requirements change. Salary increases are not guaranteed.
Certificates, Licenses, Registration:
  • Series 7 and 65/66 preferred (or willingness to obtain in the future).

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