ZipRecruiter

Log In

2

Entry Level Financial Planner Jobs in Michigan (NOW HIRING)

Principal

Entry-Level Financial Advisor

Kalamazoo, MI · On-site

Complete a structured training program focused on financial planning, business development, and client relationship management * Deliver ongoing service and support while building trust and expanding ...

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

Spares Demand Planner

Ann Arbor, MI · On-site

$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 ...

next page

Showing results 1-20

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 Aug 28, 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 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 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 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.

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.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
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 August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Hybrid job distribution, with an average salary of $84,267 per year, or $40.5 per hour.

Entry Level Financial Advisor

Farmington Hills, MI

StrategiQly
See more jobs at StrategiQlyexternal

Full-time

Posted 3 days ago

New

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