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Entry Level Cfp Jobs in Michigan (NOW HIRING)

Plantemoran

2027 Financial Advisor Intern

Kalamazoo, MI · On-site

$16.75 - $22/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... sit for the CFP exam OR on track to complete requisite bachelor's degree from a CFP Board ...

Plantemoran

2027 Financial Advisor Intern

Ann Arbor, MI · On-site

$17.25 - $22.75/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... sit for the CFP exam OR on track to complete requisite bachelor's degree from a CFP Board ...

Plantemoran

2027 Financial Advisor Intern

Detroit, MI · On-site

$17.50 - $23/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... sit for the CFP exam OR on track to complete requisite bachelor's degree from a CFP Board ...

Plantemoran

2027 Financial Advisor Intern

Southfield, MI · On-site

$16.25 - $21.25/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... sit for the CFP exam OR on track to complete requisite bachelor's degree from a CFP Board ...

Plantemoran

2027 Financial Advisor Intern

Detroit, MI · On-site

$17.50 - $23/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... sit for the CFP exam OR on track to complete requisite bachelor's degree from a CFP Board ...

Plantemoran

2027 Financial Advisor Intern

Ann Arbor, MI · On-site

$17.25 - $22.75/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... sit for the CFP exam OR on track to complete requisite bachelor's degree from a CFP Board ...

Plantemoran

2027 Financial Advisor Intern

Auburn Hills, MI · On-site

$16.75 - $22/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... sit for the CFP exam OR on track to complete requisite bachelor's degree from a CFP Board ...

Plantemoran

2027 Financial Advisor Intern

Auburn Hills, MI · On-site

$16.75 - $22/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... sit for the CFP exam OR on track to complete requisite bachelor's degree from a CFP Board ...

Plantemoran

2027 Financial Advisor Intern

Southfield, MI · On-site

$16.25 - $21.25/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... sit for the CFP exam OR on track to complete requisite bachelor's degree from a CFP Board ...

Plantemoran

2027 Financial Advisor Intern

Kalamazoo, MI · On-site

$16.75 - $22/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... sit for the CFP exam OR on track to complete requisite bachelor's degree from a CFP Board ...

All JobsCfp JobsEntry Level Cfp JobsEntry Level Cfp Jobs in Michigan

Entry Level Cfp information

See Michigan salary details

$41K

$89.8K

$129.4K

How much do entry level cfp jobs pay per year?

As of Sep 13, 2026, the average yearly pay for entry level cfp in Michigan is $89,844.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,800.00 and $107,600.00 per year, depending on experience, location, and employer.

What is an entry level CFP?

An Entry Level CFP (Certified Financial Planner) job is a starting position in financial planning where professionals assist clients with budgeting, investments, retirement planning, and other financial goals. They typically work under the supervision of senior advisors, gaining hands-on experience while building client relationships. Responsibilities may include financial analysis, preparing reports, and helping clients develop personalized financial strategies. Most entry-level CFP professionals work in financial firms, banks, or investment companies as they work toward full certification and career advancement.

What responsibilities can I expect as an entry level CFP, and how will I work with other team members?

As an Entry Level CFP, your daily responsibilities often include gathering and analyzing clients' financial data, preparing initial financial plans, and assisting with portfolio reviews under the supervision of senior advisors. You will usually work as part of a collaborative team, which may include senior CFPs, client service associates, and support staff, providing opportunities to learn from experienced professionals. This teamwork not only builds your technical knowledge but also helps develop client management skills, making it a great starting point for those looking to advance within the financial planning field. You may also engage in client meetings, follow up with clients regarding documentation, and stay updated on financial markets to support client recommendations.

What are the key skills and qualifications needed to thrive in the entry level CFP position, and why are they important?

To excel as an Entry Level CFP (Certified Financial Planner), candidates typically need a bachelor's degree in finance or a related field, strong analytical skills, and successful completion of the CFP certification process. Familiarity with financial planning software, CRM platforms, and proficiency in using spreadsheets like Microsoft Excel are commonly required. Effective communication, active listening, and the ability to build trust with clients are vital soft skills. These competencies enable new CFPs to deliver sound financial advice, build client relationships, and grow in the competitive financial services industry.

How to become an entry level CFP with no experience?

To become an entry-level Certified Financial Planner (CFP), candidates must complete a bachelor's degree, fulfill specific coursework in financial planning, and pass the CFP exam. Gaining relevant skills through internships or related financial roles can also improve prospects, even without prior experience. After certification, ongoing education is required to maintain the CFP credential.

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 Entry Level Cfp jobs in Michigan?

For Entry Level Cfp jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Entry Level Cfp jobs in Michigan look for?

The top searched job categories for Entry Level Cfp jobs in Michigan are:

What cities in Michigan are hiring for Entry Level Cfp jobs?

Cities in Michigan with the most Entry Level Cfp job openings:

Entry Level Cfp jobs near you
Infographic showing various Entry Level Cfp job openings in Michigan as of September 2026, with employment types broken down into 8% Internship, 72% Full Time, 7% Part Time, and 13% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $89,844 per year, or $43.2 per hour.

Entry Level Wealth Associate

Lansing, MI

Maner Costerisan
Accounting Services • 51 - 200 employees
Learn more about Maner Costerisanexternal

$65K - $75K/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Wealth Associate – Maner Wealth
Exciting opportunity to join our established Maner Wealth practice as an entry level Wealth Associate! Target start date is June 2027.
Summary of Responsibilities:
The Wealth Associate will be responsible for all areas of the financial planning process, investment management and managing client relationships.
Essential Functions:
  • Servicing and advising existing clients
  • Work with our software (e.g., Wealthbox, eMoney, Schwab) to manage client relationships and provide financial advice
  • Manage client relationships including regular client contact in-person, via phone, as well as electronically
.
Job Qualifications:
  • Experience directly working with families on personal financial planning preferred
  • Bachelor’s Degree from an accredited University
  • CFP certification a plus
  • Series 65 License preferred
  • Experience with eMoney or other financial planning software
Knowledge, Abilities and Skills:
  • Ability to build deep relationships and trust with clients, team members, and COI’s
  • Thorough computer skills a must including Microsoft Office Suite
  • Excellent verbal and written communication skills a must
  • Knowledge of, and experience with, DC and DB plans is strongly preferred
  • Strong interpersonal skills and a compelling aptitude to provide advice
  • Ability to think critically, identify, meet and follow through with recommendations for clients
  • Strong attention to detail and highly organized
  • Ability to work independently and perform multiple tasks efficiently
Benefits:
  • Competitive compensation package
  • Generous Paid Time Off policy
  • Medical, Dental and Vision Insurance available
  • Life and Disability insurance
  • Wellness Reimbursement
  • 401k with profit sharing

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