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Cfp Jobs in Michigan (NOW HIRING)

SYM Financial Corporation

Financial Advisor

Midland, MI · On-site

CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as financial planning and account management software * You possess technical knowledge and experience in ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as financial planning and account management software * You possess technical knowledge and experience in ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as financial planning and account management software * You possess technical knowledge and experience in ...

SYM Financial Advisors

Financial Advisor

Midland, MI

CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as financial planning and account management software * You possess technical knowledge and experience in ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

CFP designation strongly preferred * You are proficient in Microsoft Office Suite, as well as financial planning and account management software * You possess technical knowledge and experience in ...

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All JobsCfp JobsCfp Jobs in Michigan

Cfp information

See Michigan salary details

$53.2K

$88.8K

$122.9K

How much do cfp jobs pay per year?

As of Aug 8, 2026, the average yearly pay for cfp in Michigan is $88,850.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,800.00 and $99,800.00 per year, depending on experience, location, and employer.

What does a CFP do?

A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.

What jobs can I get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in banks, advisory firms, or independent practices. Strong communication skills and knowledge of financial tools are essential in these roles.

Is being a certified financial planner a good job?

A certified financial planner (CFP) is a professional who provides financial planning and investment advice, often working in financial services firms or independently. The role typically requires passing the CFP certification exam, gaining experience, and maintaining ongoing education. It can offer a stable career with opportunities for client interaction, but income varies based on experience, location, and client base.

How do CFPs build long-term client relationships and trust?

Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.

What is a CFP?

CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.

What jobs can I get with a certified financial planner (CFP) certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or estate planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms or independently. The certification demonstrates expertise in areas like retirement planning, tax strategies, and estate planning, and typically requires strong communication skills and knowledge of financial tools and regulations.

What skills and qualifications are needed to be a CFP?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.
More about Cfp jobs
What are the most commonly searched types of Cfp jobs in Michigan? The most popular types of Cfp jobs in Michigan are:
What are popular job titles related to Cfp jobs in Michigan? For Cfp jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Cfp jobs in Michigan look for? The top searched job categories for Cfp jobs in Michigan are:
What cities in Michigan are hiring for Cfp jobs? Cities in Michigan with the most Cfp job openings:
Cfp jobs near you
Infographic showing various Cfp job openings in Michigan as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $88,850 per year, or $42.7 per hour.

Wealth Management Associate

Curi Capital

Grand Rapids, MI • Hybrid

$15.25 - $20.25/hr

Full-time

Re-posted 26 days ago

Job description

Location

St. Joe Michigan or Grand Rapids, Michigan

At Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to work in the office three days a week.

The Role

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate in our St. Joe, Michigan or Grand Rapids, Michigan office. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor. 

You will have a significant impact on the client's impression and trust in the firm. Accuracy and timeliness of work and communications is critical. 

In this role, you will understand how processes and products work together in a client's portfolio. Once a minimum of one year's experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities.

Key Result Areas

  • Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
  • Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate
  • Analyze and evaluate the financial status of clients and prospects
  • Participate in 1-4 client or prospect meetings or calls each week
  • Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns
  • Demonstrate critical thinking and good judgment in all situations
  • Research and communicate the resolution of complex problems and implement solutions
  • Ensure completion of internal projects
  • Develop and present financial planning recommendations, including but not limited to, retirement and education projections
  • Provide effective, timely and proactive communication with clients, colleagues and third parties 

Key Skills

  • Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
  • Demonstrated ability to build mutually beneficial relationships required
  • Demonstrated ability to multi-task and prioritize work required
  • Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
  • Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate
  • Ability to work in a collaborative team environment required
  • Excellent written and oral communication skills required

Key Qualifications

  • One to three years of experience in Wealth Management preferred
  • Undergraduate degree or equivalent work experience required
  • Education or experience in business, economics, or finance and/or experience working with the public preferred
  • Exposure to wealth management or financial services and experience servicing customers preferred 
  • Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Key licenses

  • Series 65 recommended or willingness to obtain upon hiring
  • CFP preferred but not required

Apply