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Chartered Financial Advisor Jobs in Michigan (NOW HIRING)

Alvarez & Marsal

Senior Associate, Restructuring

Troy, MI · On-site

$14.25 - $17/hr

Professional certifications such as Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA ...

Alvarez and Marsal

Senior Associate, Restructuring

Troy, MI · On-site

$14.25 - $17/hr

Professional certifications such as Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA ...

Alvarez & Marsal

Director, Restructuring

Troy, MI · On-site

Professional certifications such as Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst ...

Alvarez and Marsal

Director, Restructuring

Troy, MI · On-site

Professional certifications such as Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst ...

Deloitte

SAP Treasury Senior Consultant

Detroit, MI · On-site

... Chartered Financial Analyst (CFA) * 4+ years of experience in corporate treasury or treasury ... Advise clients on treasury operations, risk management, and technology practices to improve ...

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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 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 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.

Tax Senior - Federal / Corporate Tax

Deloitte

Detroit, MI • On-site

Full-time

Re-posted 16 days ago

Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 93 frontline employees who took The Breakroom Quiz

47th of 154 rated financial services

Job description

Are you an experienced federal tax professional who enjoys solving complex tax issues across jurisdictions and countries? Are you interested in accounting for income taxes, tax advisory, tax controversy, and tax planning? Do you want to help large global and dynamic midsize companies across industries address complex tax compliance and consulting needs? If so, consider joining Deloitte's Business Tax Services-Federal Tax practice.

Recruiting for this role ends May 31, 2027.

Work You'll Do

As a Tax Senior Consultant within Deloitte's Business Tax Services group, you will support federal tax compliance, planning, controversy, research, and consulting engagements for public and private companies across industries. You will review partnership, corporate, and individual federal tax returns and related workpapers; coordinate with client tax and finance teams on compliance and planning data; and review income tax provisions prepared under ASC 740. You will also research federal tax legislation, contribute to projects involving tax planning, restructuring, controversy, and accounting for income taxes, assist with engagement workflow management, and supervise Tax Consultants and interns on assigned engagements. ASC 740 governs the accounting for income taxes and related tax effects in financial reporting.

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others

The Team

Deloitte Tax LLP's Business Tax Services team helps public and private companies integrate tax strategy into their business operations while considering their objectives and risk profiles. Our professionals combine technical tax expertise, industry knowledge, technology, and specialized resources to help clients address global tax challenges, improve tax-function efficiency, and make informed decisions. The practice provides a broad range of services, including tax planning and compliance, tax controversy and risk management, research and development and government incentives, and tax management consulting. As part of the team, you will collaborate with subject-matter experts and industry specialists to help clients navigate complex tax requirements and strengthen the impact of their tax functions. Learn more about Deloitte Business Tax Services.

Qualifications

Required

  • Bachelor's degree in accounting, finance, or related field.
  • 3+ years' experience in federal taxation
  • One of the following active accreditations obtained, in process, or willing and able to obtain:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed Attorney
      • Enrolled Agent
      • Certifications:
        • Chartered Financial Advisor (CFA)
        • Certified Financial Planner (CFP)
  • Preparation and review experience of federal tax returns for corporations, partnerships, and individuals
  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available
Preferred:
  • Advanced degree such as Masters of Tax, JD, and/or LLM
  • Experience working in a virtual and/or global environment
  • Passion for leveraging technology and exploring new technology solutions
  • Experience with accounting for income taxes in accordance to ASC740
  • Previous Big 4 or large CPA firm experience
  • Excellent research and writing skills
  • Excellent presentation and communications skills

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $74,925 to $153,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

btstax

Qualifications:

Are you an experienced federal tax professional who enjoys solving complex tax issues across jurisdictions and countries? Are you interested in accounting for income taxes, tax advisory, tax controversy, and tax planning? Do you want to help large global and dynamic midsize companies across industries address complex tax compliance and consulting needs? If so, consider joining Deloitte's Business Tax Services-Federal Tax practice.

Recruiting for this role ends May 31, 2027.

Work You'll Do

As a Tax Senior Consultant within Deloitte's Business Tax Services group, you will support federal tax compliance, planning, controversy, research, and consulting engagements for public and private companies across industries. You will review partnership, corporate, and individual federal tax returns and related workpapers; coordinate with client tax and finance teams on compliance and planning data; and review income tax provisions prepared under ASC 740. You will also research federal tax legislation, contribute to projects involving tax planning, restructuring, controversy, and accounting for income taxes, assist with engagement workflow management, and supervise Tax Consultants and interns on assigned engagements. ASC 740 governs the accounting for income taxes and related tax effects in financial reporting.

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others

The Team

Deloitte Tax LLP's Business Tax Services team helps public and private companies integrate tax strategy into their business operations while considering their objectives and risk profiles. Our professionals combine technical tax expertise, industry knowledge, technology, and specialized resources to help clients address global tax challenges, improve tax-function efficiency, and make informed decisions. The practice provides a broad range of services, including tax planning and compliance, tax controversy and risk management, research and development and government incentives, and tax management consulting. As part of the team, you will collaborate with subject-matter experts and industry specialists to help clients navigate complex tax requirements and strengthen the impact of their tax functions. Learn more about Deloitte Business Tax Services.

Qualifications

Required

  • Bachelor's degree in accounting, finance, or related field.
  • 3+ years' experience in federal taxation
  • One of the following active accreditations obtained, in process, or willing and able to obtain:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed Attorney
      • Enrolled Agent
      • Certifications:
        • Chartered Financial Advisor (CFA)
        • Certified Financial Planner (CFP)
  • Preparation and review experience of federal tax returns for corporations, partnerships, and individuals
  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available
Preferred:
  • Advanced degree such as Masters of Tax, JD, and/or LLM
  • Experience working in a virtual and/or global environment
  • Passion for leveraging technology and exploring new technology solutions
  • Experience with accounting for income taxes in accordance to ASC740
  • Previous Big 4 or large CPA firm experience
  • Excellent research and writing skills
  • Excellent presentation and communications skills

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $74,925 to $153,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

btstax

Education:Bachelor's DegreeEmployment Type:

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