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Entry Level Finance Advisor Jobs in Michigan (NOW HIRING)

Principal

Entry-Level Financial Advisor

Grand Rapids, MI · On-site

$50K - $100K/yr

Launch your career as a Financial Advisor with industry-leading training, mentorship, and ... Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field ...

Principal

Entry-Level Financial Advisor

Kalamazoo, MI · On-site

Description Begin your career in financial services with a structured development program designed to prepare you for long-term success as a Financial Advisor. No prior advisory experience is ...

Principal

Entry-Level Financial Advisor

Kalamazoo, MI

... Advisor. No prior advisory experience is required. We provide comprehensive training, one-on-one ... Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field ...

OneMain Financial

Consumer Lending Advisor

Wayne, MI · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

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Entry Level Finance Advisor information

What does an entry level finance advisor do?

An Entry Level Finance Advisor assists clients with their personal financial planning, such as budgeting, saving, investing, and insurance needs. They typically work under the supervision of more experienced advisors, helping clients understand their financial options and recommending strategies to achieve their financial goals. Their duties often include analyzing financial information, preparing financial reports, and educating clients about various financial products and services. Entry level advisors also help clients develop and stick to a financial plan while gaining experience for future advancement in the field.

What are the key skills and qualifications needed to thrive as an entry level finance advisor, and why are they important?

To thrive as an Entry Level Finance Advisor, you need a solid understanding of financial principles, analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 can be advantageous. Strong interpersonal communication, active listening, and problem-solving skills help build trust and rapport with clients. These abilities are essential for providing sound financial advice, fostering client relationships, and supporting business growth in a competitive industry.

What are some common challenges faced by entry level finance advisors during their first year, and how can they overcome them?

Entry level finance advisors often face challenges such as building a client base, understanding complex financial products, and gaining clients' trust. During the first year, it's common to spend significant time networking, learning compliance regulations, and shadowing senior advisors. Overcoming these challenges involves proactively seeking mentorship, regularly participating in training sessions, and developing strong communication and interpersonal skills. Embracing a learning mindset and leveraging support from your team can help accelerate your growth and boost your confidence in client interactions.

What is the difference between Entry Level Finance Advisor vs Financial Analyst?

AspectEntry Level Finance AdvisorFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; basic certifications like CFP or Series 7 (optional)Bachelor's degree in finance, accounting, or related; often requires CFA or CPA certifications
Work EnvironmentFinancial advisory firms, banks, or insurance companies; client-facing rolesCorporate offices, investment firms, or banks; primarily analytical and research-focused
Employer & Industry UsageUsed by financial advisory firms, banks, and insurance companies to serve individual clientsCommon in investment banks, asset management, and corporate finance departments

While both roles require a finance background and involve financial analysis, Entry Level Finance Advisors focus on client interactions and personalized financial planning, whereas Financial Analysts primarily analyze data to support investment decisions. The choice depends on whether you prefer direct client engagement or analytical research within the finance industry.

Can you become an entry level finance advisor with no experience?

Entry level finance advisor roles typically require some knowledge of financial products and strong communication skills, but many employers are willing to train candidates with no prior experience. Relevant certifications, such as the Series 7 or Series 66, can improve job prospects, though they are often obtained after hiring. Entry-level positions often focus on training and development, making prior experience less critical for entry into the field.

How do I start working as an entry level finance advisor?

To start as an entry-level finance advisor, obtain a bachelor's degree in finance, economics, or a related field, and develop strong analytical and communication skills. Gaining relevant certifications such as the Series 7 or Series 66 may be required, and entry-level roles often involve on-the-job training and mentorship within financial firms or advisory companies.

What are the most commonly searched types of Finance Advisor jobs in Michigan?

The most popular types of Finance Advisor jobs in Michigan are:

What are popular job titles related to Entry Level Finance Advisor jobs in Michigan?

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

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

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

What cities in Michigan are hiring for Entry Level Finance Advisor jobs?

Cities in Michigan with the most Entry Level Finance Advisor job openings:

Entry Level Finance Advisor jobs near you
Infographic showing various Entry Level Finance Advisor job openings in Michigan as of August 2026, with employment types broken down into 87% Full Time, 7% Part Time, 2% Temporary, 3% Contract, and 1% Nights. Highlights an 79% Physical, 8% Hybrid, and 13% Remote job distribution.

Entry Level Financial Advisor

StrategiQly

Farmington Hills, MI • On-site

Full-time

Posted 4 days ago

Job description

Associate Financial Advisor (Entry Level)


About the Role

We are hiring an Associate Financial Advisor to join our team directly out of college. This is a build-from-the-ground-up seat. You will work alongside experienced advisors, learn how real client relationships are managed, and grow into running your own book over time.

We are not looking for someone who already knows everything. We are looking for someone who is coachable, genuinely curious about clients' lives, and willing to put in the years it takes to become a trusted advisor.


What You'll Do

  • Support senior advisors in preparing for client meetings, including account reviews, performance summaries, and financial plan updates
  • Sit in on client meetings, take notes, and own the follow-up items
  • Build financial plans in the firm's planning software under advisor supervision
  • Handle service work such as account opening, transfers, beneficiary updates, and client questions
  • Learn the firm's planning philosophy and investment approach
  • Begin developing your own relationships and prospecting activity as you gain experience
  • Study for and pass required licensing exams on the firm's timeline


What We're Looking For

  • Bachelor's degree, ideally in finance, economics, accounting, business, or a financial planning and wealth management program
  • Internship experience in financial advising, wealth management, banking, or a related client-facing role
  • Strong written and verbal communication, since this job is mostly about explaining things clearly to people who are not in finance
  • Comfort with numbers and close attention to detail
  • Willingness to pursue Series 7, Series 66, and eventually the CFP designation
  • Interest in a long-term career in advising, not a stepping stone role