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Bank Financial Advisor Jobs in Michigan (NOW HIRING)

Associate Financial Advisor - Shelby State Bank Your career path should lead to real opportunity LPL Financial offers a complete menu of financial services to bank clients. This employment ...

Financial Advisor Overview We are seeking an experienced Financial Advisor to serve as the primary ... banking, financial advisory, or relationship management. * CFP ® , CFA ® , CPWA ® , ChFC ® , or ...

Financial Advisor Overview We are seeking an experienced Financial Advisor to serve as the primary ... banking, financial advisory, or relationship management. * CFP ® , CFA ® , CPWA ® , ChFC ® , or ...

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First ... Savings/banking * Investments/wealth management * Insurance/risk management Training and licensing ...

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First ... Savings/banking * Investments/wealth management * Insurance/risk management Training and licensing ...

... insurance, banking and generosity. At Thrivent, you'll receive the support, stability and ... As a Thrivent Financial advisor, you'll: * Build a financial practice guiding Christians on their ...

... insurance, banking and generosity. At Thrivent, you'll receive the support, stability and ... As a Thrivent Financial advisor, you'll: * Build a financial practice guiding Christians on their ...

New

Financial Advisor

Troy, MI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a ...

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Showing results 1-20

Bank Financial Advisor information

See Michigan salary details

$31.4K

$89K

$125.5K

How much do bank financial advisor jobs pay per year?

As of Sep 12, 2026, the average yearly pay for bank financial advisor in Michigan is $89,020.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,400.00 and $114,200.00 per year, depending on experience, location, and employer.

What is a bank financial advisor?

Bank Financial Advisors are professionals who work within banks to help clients manage their finances, investments, and long-term financial goals. They provide advice on a range of financial products such as savings accounts, investment portfolios, retirement plans, and insurance. Their main responsibility is to assess clients' financial needs and risk tolerance, then recommend suitable financial solutions. Bank Financial Advisors also stay updated on market trends and regulations to offer informed guidance. They often build long-term relationships with clients to help them achieve financial security.

What are the key skills and qualifications needed to thrive as a bank financial advisor?

To thrive as a Bank Financial Advisor, you need a solid understanding of financial planning, investment products, and regulatory compliance, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM software, financial planning tools, and certifications such as Series 6, Series 7, or CFP are highly valued. Strong interpersonal skills, active listening, and the ability to build trust help advisors connect with clients and tailor recommendations. These competencies ensure clients receive sound financial guidance and foster long-term relationships, driving both client satisfaction and bank growth.

What are some common challenges a bank financial advisor faces when building relationships with new clients?

Bank Financial Advisors often encounter challenges such as earning client trust, understanding diverse financial goals, and differentiating themselves in a competitive market. Building rapport requires strong interpersonal skills and consistent follow-up, especially when clients may be unfamiliar with financial products or hesitant to share personal information. Advisors also need to navigate regulatory requirements while providing tailored recommendations, making it essential to stay updated on industry standards and effective communication strategies.

What is the difference between Bank Financial Advisor vs Financial Planner?

AspectBank Financial AdvisorFinancial Planner
CredentialsSeries 6/7, 63, 65/66 licensesCFP, CFA, Series 7/66 often preferred
Work EnvironmentBank branches, financial institutionsIndependent or firm-based, client offices
Employer & IndustryBanks, credit unionsFinancial planning firms, independent
Services OfferedInvestment products, deposit accountsComprehensive financial planning, estate, retirement

Bank Financial Advisors primarily focus on investment products and banking services within financial institutions, often holding specific licenses. Financial Planners provide broader, holistic financial advice, including estate and retirement planning, and typically hold certifications like CFP. Both roles serve clients' financial needs but differ in scope and work environment.

How do bank financial advisors get paid?

Bank financial advisors typically earn compensation through a combination of salary, commissions on the financial products they sell, and sometimes bonuses based on performance. They may also receive fees for managing client accounts or providing financial planning services, and often hold certifications like the Series 7 or Series 66 to qualify for certain types of compensation.

What cities in Michigan are hiring for Bank Financial Advisor jobs?

Cities in Michigan with the most Bank Financial Advisor job openings:

Infographic showing various Bank Financial Advisor job openings in Michigan as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $89,020 per year, or $42.8 per hour.

HFA Financial Advisor Senior - Branch

Ann Arbor, MI • On-site

Huntington National Bank
Banking and Credit Intermediation • 10K+ employees

Full-time

Posted 12 days ago


Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 174 frontline employees who took The Breakroom Quiz


Job description

Description
Summary:
The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.
Duties & Responsibilities:
  • Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
  • Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
  • Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
  • Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
  • Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
  • Performs other duties as assigned.

Basic Qualifications:
  • High School Diploma
  • Minimum of 1 year of investment sales experience
  • Series 7, 63, 65/66 and Life and Health Licenses

Preferred Qualifications:
  • Bachelor's Degree
  • 5+ years of investment and insurance sales experience.
  • Trailing production of $400,000 or more from an existing, significant book of business.
  • Experience coaching, influencing and developing individuals in a team environment
  • Demonstrated financial planning skill set and advisory business development experience.
  • Bank Financial Advisor Experience
  • Track record of exceeding expectations as well as assigned goals and targets
  • Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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