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Associate Financial Planner Jobs in Rochester Hills, MI

Penske

Senior Financial Analyst

Dearborn, MI

$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

$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 ...

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 ...

DPDHL

Logistics Planner

Livonia, MI

... financial performance and service levels, enhancing value proposition for internal and external ... focuses on teamwork, associate development, training, and continuous improvement. We offer ...

DPDHL

Logistics Planner

Livonia, MI · On-site

... financial performance and service levels, enhancing value proposition for internal and external ... focuses on teamwork, associate development, training, and continuous improvement. We offer ...

DHL

Logistics Planner

Livonia, MI · On-site

... financial performance and service levels, enhancing value proposition for internal and external ... focuses on teamwork, associate development, training, and continuous improvement. We offer ...

DHL

Logistics Planner

Livonia, MI · On-site

... financial performance and service levels, enhancing value proposition for internal and external ... focuses on teamwork, associate development, training, and continuous improvement. We offer ...

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Showing results 41-60

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 Sep 2, 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 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 Rochester Hills, MI?

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

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

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

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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 82% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $77,230 per year, or $37.1 per hour.

PEPI: Senior Associate, CFO Services (OPEN TO ALL US LOCATIONS)

Alvarez & Marsal

Troy, MI • On-site

Full-time

Re-posted 20 days ago

Alvarez & Marsal rating

7.2

Company rating: 7.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

51st of 72 rated business consultants

Job description

Description
PEPI - CFO Services - Senior Associate
OVERVIEW:
A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations. Our job is to support PE firms to ensure their portfolio companies have credible plans and the ability to execute and deliver financial outcomes.
CFO Services Provides the following pillar of services:
  • Liquidity & Working Capital Optimization
  • Strategic Analytics & Planning
  • Performance Measurement & Management
  • Business Transformation
  • Auxiliary Services: Accounting Remediation
PROFESSIONAL EXPECTATIONS:
Data Collection, Validation and Analysis
  • Develop information requests based on the specific project scope
  • Lead client interviews and ask the right questions in order to gather meaningful data
  • Identify information gaps through trend analysis, pattern recognition
  • Investigate beyond the first logical answer and challenge preconceived beliefs with fact-based analytics
  • Deep dive into all relevant data, improve management reporting, and develop reliable and transparent forecasting
  • Develop storyline messages using supporting facts and analyses, ensure data and branding standards flows accurately and consistently throughout the presentation
Project Management and Implementation
  • Review and provide inputs to all work products, and ensure that all client deliverables are presented logically and accurately
  • Set reasonable timelines/expectations and align such with client
  • Develop financial models (three statement forecast, liquidity forecasting) and client presentations independently and accurately
  • Develop bespoke solutions with creative approaches during unprecedented times
Teamwork
  • Promote a team environment where diverse ideas and opinions are encouraged
  • Share knowledge and experience, provide coaching to teammates
Financial Acumen
  • Ability to build various financial models and provide insightful analyses
  • Ability to understand the impacts to profit and balance sheet stemming from impacts to key operating levers
ACCREDITATION /EXPERIENCE:
  • Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
  • 3-7 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
  • Experience in building integrated financial models and have strong Excel/PowerPoint skills
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