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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 ...

Orbotech

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 ...

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 ...

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 ...

KLA Corporation

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 ...

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 ...

New

OuterFactor

Staff Accountant (Entry-Level)

Galesburg, MI · On-site

$52K - $65K/yr

As we scale, we are building a strong internal finance function to support long-term growth ... ) • Support monthly close in coordination with leadership and external CPA • Assist with ...

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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 18, 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

Financial Planning & Analysis (FP&A) Analyst

altg

Livonia, MI • On-site

Other

Re-posted 7 days ago

Job description

Job Summary

We are seeking a motivated and detail-oriented individual to join our Finance team as an Entry-Level FP&A Analyst. This role is ideal for recent graduates or early-career professionals looking to build a strong foundation in financial planning, budgeting, and performance analysis. You will support the team in delivering insights that drive strategic decision-making across the organization.

Key Responsibilities:

  • Assist in the preparation of monthly, quarterly, and annual financial reports and forecasts
  • Support budgeting and forecasting processes by gathering data and performing variance analysis
  • Analyze financial trends and performance metrics to identify risks and opportunities
  • Collaborate with cross-functional teams to understand business drivers and financial impacts
  • Maintain and update financial models and dashboards
  • Help prepare presentations for senior leadership and stakeholders
  • Ensure accuracy and integrity of financial data and reporting
  • Lead ad-hoc analysis and special projects

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Excel; familiarity with financial modeling and data visualization tools is a plus
  • Excellent communication and interpersonal skills
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment
  • Eagerness to learn and grow within the finance function
 
Preferred Skills:
  • Internship or academic project experience in finance or accounting
  • Exposure to ERP systems (e.g., SAP, Oracle) or BI tools (e.g., Power BI, Tableau)
  • Understanding of GAAP and corporate finance principles

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