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Chartered Financial Advisor Jobs in Michigan (NOW HIRING)

Equity Analyst, Consumer

Troy, MI · On-site

$158K - $237K/yr

Support advisor engagement activities, educational events, webinars, and due diligence discussions ... Master of Business Administration, Chartered Financial Analyst designation, or advanced degree ...

Tax Manager - Private Wealth

Midland, MI · On-site

$95K - $124K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Experience reviewing partnership and/or trust documents * Experience managing projects including scheduling, budgeting, client ...

Tax Manager - Private Wealth

Detroit, MI

$109K - $144K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Experience reviewing partnership and/or trust documents * Experience managing projects including scheduling, budgeting, client ...

Tax Manager - Private Wealth

Grand Rapids, MI · On-site

$106K - $139K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Experience reviewing partnership and/or trust documents * Experience managing projects including scheduling, budgeting, client ...

Tax Senior - Private Wealth

Detroit, MI · On-site

$80K - $100K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Experience reviewing trust documents * Excellent technology (i.e., Microsoft Excel and compliance software) * Ability to ...

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Experience reviewing trust documents * Excellent technology (i.e., Microsoft Excel and compliance software) * Ability to ...

Be Seen First

Our CEO, David Kudla, is ranked the #1 "Top 100 Independent Financial Advisor" by Barron's and fee ... Additionally, with our staff of Certified Financial Planners and Chartered Retirement Counselors ...

Tax Manager - Federal / Corporate Tax

Detroit, MI · On-site

$109K - $144K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 ...

Chartered Financial Advisor (CFA) * Professional Engineer Preferred: * Advanced degree in Taxation or Law, including Master of Tax, Juris Doctor, or Master of Laws * Experience with tax research ...

Showing results 21-40

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 Sep 5, 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.

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 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 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.

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:

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.

Regional Managing Director (Grand Rapids/Lansing MI; Indianapolis IN)

Principal Financial Group

Grand Rapids, MI • On-site

$150K - $215K/yr

Full-time

Posted 28 days ago


Job description

What You'll Do

As a Regional Managing Director, you’ll partner closely with your leaders to develop and attract new and top-tier professionals to get results and build an intentional culture!

Here are few examples of the kinds of things you’ll do:

  • Develop a profitable business center by attracting, training, motivating and retaining advisors.
  • Provide day-to-day leadership and business development.
  • Achieve specified goals in recruiting and retention of advisors, production, persistency, business conduct, and expense management in accordance with business center and company key objectives.

In April, we were named to the Forbes list of America’s Best Employers for Diversity in 2026. This is our seventh year on the list.

Apply today!


Who You Are
  • Requires bachelor degree or equivalent.
  • 8+ years related work experience, including sales and management.
  • Must have a broad knowledge of sales techniques, as well as regulations governing insurance and security sales.
  • Must have good oral and written communication skills as well as good presentation skills.
  • Must have ability to recruit, select, train, lead, manage, and coordinate a diverse group of producers to meet the goals of the business center.
  • Must be able to develop and maintain community relations.
  • Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or Chartered Leadership Fellow (CLF) designations desired.
  • Some travel required, including overnight stays (up to 15%).

Licenses and/or exams necessary for this position include:

  • Resident state and Non-Resident state Life/Health and Variable Annuity licensing needed for all non-resident states in which business will be conducted.
Securities exams and IAR appointment include:
  • Series 7 and 63 or equivalent, Series 24, 65 and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc. 
  • Refer to Principal Advisor Network Licensing/Exam Policy for the time frame allowed to obtain the required licenses, appointments and pass exams.
  • Strong preference for candidates that are fully licensed.

Salary Range Information
This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$150000 - $215000 / year
Salary Details

Heavy incentive compensation in addition to salary listed.


Time Off Program
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible
Yes

Location

This role can be located in one of the office locations: Grand Rapids, MI; Lansing, MI; or Indianapolis, IN.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.


Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
8/7/2026
Most Recently Posted Date
8/7/2026
 

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.


LinkedIn Hashtag


#LI-BS1Qualifications:
  • Requires bachelor degree or equivalent.
  • 8+ years related work experience, including sales and management.
  • Must have a broad knowledge of sales techniques, as well as regulations governing insurance and security sales.
  • Must have good oral and written communication skills as well as good presentation skills.
  • Must have ability to recruit, select, train, lead, manage, and coordinate a diverse group of producers to meet the goals of the business center.
  • Must be able to develop and maintain community relations.
  • Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or Chartered Leadership Fellow (CLF) designations desired.
  • Some travel required, including overnight stays (up to 15%).

Licenses and/or exams necessary for this position include:

  • Resident state and Non-Resident state Life/Health and Variable Annuity licensing needed for all non-resident states in which business will be conducted.
Securities exams and IAR appointment include:
  • Series 7 and 63 or equivalent, Series 24, 65 and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc. 
  • Refer to Principal Advisor Network Licensing/Exam Policy for the time frame allowed to obtain the required licenses, appointments and pass exams.
  • Strong preference for candidates that are fully licensed.
Education:UNAVAILABLEEmployment Type: FULL_TIME