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Entry Level Financial Planner Jobs in Michigan (NOW HIRING)

Principal

Entry-Level Financial Advisor

Lansing, MI

$76K/yr

Interest in financial planning, wealth management, and helping clients achieve financial goals * Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided) * Demonstrated ...

Kla

Spares Demand Planner

Ann Arbor, MI

$45K - $77K/yr

... This entry-level role supports spares demand planning activities for assigned product areas. The ... KLA never asks for any financial compensation to be considered for an interview, to become an ...

Orbotech

Spares Demand Planner

Ann Arbor, MI

$45K - $77K/yr

... This entry-level role supports spares demand planning activities for assigned product areas. The ... KLA never asks for any financial compensation to be considered for an interview, to become an ...

Kla

Spares Demand Planner

Ann Arbor, MI

$45K - $77K/yr

... This entry-level role supports spares demand planning activities for assigned product areas. The ... KLA never asks for any financial compensation to be considered for an interview, to become an ...

KLA Corporation

Spares Demand Planner

Ann Arbor, MI

$45K - $77K/yr

... This entry-level role supports spares demand planning activities for assigned product areas. The ... KLA never asks for any financial compensation to be considered for an interview, to become an ...

Stellantis

Financial Analyst

Auburn Hills, MI · On-site

... strategic planning initiatives. This role provides the opportunity to move across and up the ... Excellent and oral and written communication skills Employment Type Entry Level Stellantis At ...

Stellantis

... strategic planning initiatives. This role provides the opportunity to move across and up the ... Excellent and oral and written communication skills Employment Type Entry Level Stellantis At ...

Plantemoran

2027 Financial Advisor Intern

Southfield, MI

$16.25 - $21.25/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Some experience at a brokerage, financial planning firm/practice or money management firm is ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Michigan

Entry Level Financial Planner information

See Michigan salary details

$44K

$84.3K

$121.6K

How much do entry level financial planner jobs pay per year?

As of Jul 27, 2026, the average yearly pay for entry level financial planner in Michigan is $84,267.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,200.00 and $88,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What Does an Entry-Level Financial Planner Do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

What does an Entry Level Financial Planner do?

An Entry Level Financial Planner assists clients with managing their finances, including budgeting, saving, investing, and planning for retirement. They typically work under the supervision of experienced financial planners to analyze clients’ financial situations and recommend suitable strategies. Duties may include preparing financial plans, researching investment options, and helping clients set and achieve financial goals. This role is a starting point for those pursuing a career in financial planning, offering the opportunity to gain valuable experience and work toward professional certifications.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.
More about Entry Level Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Michigan? The most popular types of Financial Planner jobs in Michigan are:
What are popular job titles related to Entry Level Financial Planner jobs in Michigan? For Entry Level Financial Planner jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Michigan look for? The top searched job categories for Entry Level Financial Planner jobs in Michigan are:
What cities in Michigan are hiring for Entry Level Financial Planner jobs? Cities in Michigan with the most Entry Level Financial Planner job openings:
Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Michigan as of July 2026, with employment types broken down into 84% Full Time, 12% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $84,267 per year, or $40.5 per hour.
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Principal

Lansing, MI

$76K/yr

Full-time

Posted 6 days ago

Principal Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

88th of 299 rated insurance

Job description

Launch your career as a Financial Advisor with industry-leading training, mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing. No prior Financial Advisor experience is required—we provide the tools, support, and professional development needed to build a successful practice serving businesses and professionals in your community.
At Principal, you'll learn how to help clients achieve their financial goals while building your own client base in the small and mid-sized business market. Leveraging AI-powered prospecting tools, advanced technology, and guidance from experienced leaders, you'll develop the skills needed to grow a rewarding career in financial services.
What We Offer
- Sponsorship for FINRA Series 7 and Series 66 licensing
- Comprehensive training and onboarding program
- Mentorship from experienced financial professionals
- AI-powered prospecting and client engagement tools
- Opportunity to build and grow your own client base
- Competitive compensation and performance incentives
- Career advancement within a Fortune 500 financial services organization
Compensation:

$76,000 at plan earnings


Responsibilities:
  • Build and grow a client base by developing relationships, networking, and connecting with prospective clients
  • Partner with experienced advisors and leadership to strengthen your expertise and provide exceptional client experiences
  • Leverage technology and data-driven insights to prepare for meetings, understand client needs, and support meaningful financial conversations
  • Deliver ongoing service and support while building trust and expanding your professional network
  • Participate in comprehensive training, mentorship, and development programs designed to prepare you for a successful career as a Financial Advisor
  • Analyze client financial information to help develop customized strategies aligned with their goals
  • Identify and connect with prospective clients using AI-powered technology, networking, and community engagement



Qualifications:
  • Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience
  • Previous experience in sales, customer service, business development, account management, recruiting, retail leadership, or relationship-focused roles preferred
  • Interest in financial planning, wealth management, and helping clients achieve financial goals
  • Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided)
  • Demonstrated ability to build trust and develop professional relationships
  • Excellent communication, interpersonal, and relationship-building skills
  • Self-motivated with a strong desire to learn and grow



About Company

You’ll join a nationwide network of affiliated financial professionals partnering with Principal, with the autonomy to grow your practice your way. Principal is a recognized leader in solutions for small and mid-sized businesses, offering expertise in retirement, employee benefits, business protection, and asset management.

We understand every practice is unique. That’s why we offer flexible affiliation options, along with a variety of team structures and benefit choices—all backed by robust resources, technology, and support. Our model delivers the backing of an established firm with a payout structure that reflects an independent approach.

And just as we help businesses provide meaningful benefits, we do the same for you—offering more than traditional compensation, with support designed to help you grow and succeed long term.

What Principal Financial Group employees say

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