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Chartered Financial Advisor Jobs in Michigan (NOW HIRING)

Mainstay Capital Management, LLC

Be Seen First

Investment Advisor / Financial Consultant

Troy, MI · On-site

$110K - $350K/yr

Join a growing Registered Investment Advisor with opportunity for advancement. Mainstay Capital ... Additionally, with our staff of Certified Financial Planners and Chartered Retirement Counselors ...

Mainstay Capital Management, LLC

Be Seen First

Investment Advisor / Financial Consultant

Grand Blanc, MI · On-site

$110K - $350K/yr

Join a growing Registered Investment Advisor with opportunity for advancement. Mainstay Capital ... Additionally, with our staff of Certified Financial Planners and Chartered Retirement Counselors ...

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All JobsChartered Financial Advisor JobsChartered Financial Advisor Jobs in Michigan

Chartered Financial Advisor information

See Michigan salary details

$31.4K

$89K

$125.5K

How much do chartered financial advisor jobs pay per year?

As of Aug 6, 2026, the average yearly pay for chartered 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 Chartered Financial Advisor?

A Chartered Financial Advisor is a professional who has earned a recognized chartered qualification in financial planning and advice, such as the Chartered Financial Consultant (ChFC) or Chartered Financial Planner. These advisors provide expert guidance on investments, retirement planning, tax strategies, estate planning, and other financial matters. Their chartered status demonstrates a high level of education, ethical standards, and experience in the financial services industry. Clients often rely on Chartered Financial Advisors for tailored financial strategies to meet their long-term goals.

How do you become a Chartered Financial Advisor?

To become a Chartered Financial Advisor, you typically need to earn relevant professional certifications such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP), which require passing exams and gaining work experience. Additionally, completing a bachelor's degree and adhering to ongoing continuing education requirements are common steps in the process.

What are the key skills and qualifications needed to thrive as a Chartered Financial Advisor?

To thrive as a Chartered Financial Advisor, you need in-depth financial knowledge, analytical skills, and the Chartered Financial Planner or equivalent certification, alongside a strong understanding of regulatory requirements. Familiarity with financial planning software, portfolio management systems, and compliance tools is typically required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly set top advisors apart. These abilities ensure accurate, client-focused advice that builds trust and adheres to industry standards.

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

AspectChartered Financial AdvisorFinancial Planner
CredentialsChartered Financial Analyst (CFA), Certified Financial Planner (CFP), or similar certificationsCFP certification, state licenses, and relevant degrees
Work EnvironmentFinancial advisory firms, banks, or independent practicesIndependent or firm-based, providing comprehensive financial planning
Industry UsageUsed across banking, investment firms, and advisory servicesCommonly used in personal financial planning and wealth management

Both roles involve providing financial advice, but Chartered Financial Advisors often have advanced certifications like CFA and focus on investment management, while Financial Planners typically hold CFP credentials and offer broader financial planning services. The choice depends on your specific financial needs and the credentials of the advisor.

How much does a Chartered financial advisor make?

A Chartered Financial Advisor typically earns between $60,000 and $120,000 annually, depending on experience, location, and client base. Many advisors also earn commissions or bonuses based on performance and assets under management, and holding certifications like the CFA can enhance earning potential.

What are some common challenges Chartered Financial Advisors face when managing client portfolios?

Chartered Financial Advisors often encounter challenges such as adapting to shifting market conditions, staying updated on regulatory changes, and addressing clients’ evolving financial goals. Balancing risk and return while aligning investment strategies with clients’ unique circumstances requires strong analytical and communication skills. Additionally, building trust and maintaining long-term relationships can be demanding, especially during periods of market volatility when clients may need extra reassurance and guidance.
What are popular job titles related to Chartered Financial Advisor jobs in Michigan? For Chartered Financial Advisor jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Chartered Financial Advisor jobs in Michigan look for? The top searched job categories for Chartered Financial Advisor jobs in Michigan are:
Chartered Financial Advisor jobs near you
Infographic showing various Chartered Financial Advisor job openings in Michigan as of August 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.

Financial Advisor

Engage Employment Solutions

Marshall, MI

Full-time

Medical, Retirement

Re-posted 2 days ago

Job description

Company Description

Engage Employment Solutions, LLC  works on both side of the employment application. Filling important vacant positions for employers and career coaching job seekers in gaining job offers in their desired industry. 

With over 30 years of executive human resources leadership, We work with the best employers to find the best new employees. Engage Employment Solutions is not a staffing or temp. agency. We work directly with our different employers for direct hire positions.

Recruitment expertise in all levels of public sector positions, specialty retail, health care, behavioral health care, manufacturing and specialty IT positions.

EngageEmploymentSolution.com

Job Description

FINANCIAL ADVISOR

Ready to take your career to new levels of purpose, pride and satisfaction? Looking for freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? Already a Registered Financial / Investment Advisor?

If the answer is yes to any of these questions, then this opportunity is your answer.

About Us

VantagePointe Financial Group - Our Firm was established in 1984. Our mission is to provide quality financial guidance, to build relationships of trust, and to develop innovative solutions that help our clients achieve their financial dreams and goals.
What makes us different? It's our people. We are comprised of a dedicated team of professionals with a wide range of backgrounds - in finance, insurance, investments, and risk management. Many of our professionals have designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP). It's our process. Each Financial Advisor is responsible for understanding his or her client's entire financial picture and for providing the appropriate resources to meet a variety of needs. It's our goods and services. We offer a full range of financial planning services and outstanding products from the most respected companies in the marketplace. And finally, it's our calling to make a difference.
The truth is, it's all of these - backed by our commitment to maintain our relationship with our clients.

Why you should consider this opportunity? Check out what we can offer you:

        Starting Base Salary plus Commission Splits

        IRA and Health Benefits

        Office Space

        Marketing Materials

        Financial Planning Software

        Assistance with Compliance, New Business Coordinators, Processes/Systems and our Website

Job Description

The Financial Advisor position will be based out of our Marshall, Michigan office. This position helps clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. These tools may include the areas of retirement planning, insurance & investment services, estate planning, and education funding. The Financial Advisor has the flexibility to build their own practice while receiving support from our group's team of experts in the financial field.

Responsibilities include:

        Provides individualized needs analysis and prepares recommendations for customized financial solutions for potential clients.

        Profiles clients and delivers recommendations to ensure these needs are met

        Uses sales tools and modules to conduct the analysis; offers the best advice and products for client's understanding of solutions

        Delivers a diversified set of brokerage, investment and insurance with advice-based solutions with a financial planning mindset to meet the individual investment needs of current and potential clients.

        Increases assets under management by offering investment and insurance solutions to clients and leveraging business partnerships to increase referrals

        Provides financial planning services by advising the client on the advantages and disadvantages of different product decisions in alignment with the client's needs

        Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with set policies and regulations

        Understands and adheres to the group's risk and regulatory standards, policies and controls.

 

Qualifications

Education, Experience and Licensing Requirements:

        Minimum 2 years of experience in the financial industry

        Must hold series 7, series 63 & 65 or 66 licenses and a book of business

        Previous trust/fiduciary product, financial planning, managed accounts or insurance experience preferred

        Excellent Sales and Customer Service Skills

        Analytical and reporting skills

        Attention to detail and possess good time management skills

Additional Information

This position will be working from the Marshall office and will include travel in a 20 to 30 mile radius. 

Apply