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Entry Level Financial Planner Jobs in Michigan (NOW HIRING)

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 ...

NGK Detroit

Accountant - Entry Level

Novi, MI · On-site

Work with ERP vendor to maintain system performance and enhancements. * Communicate month end ... Reconciliation of financial discrepancies by reviewing and analyzing account postings. * Assist in ...

NGK Detroit

Accountant - Entry Level

Novi, MI · On-site

Work with ERP vendor to maintain system performance and enhancements. * Communicate month end ... Reconciliation of financial discrepancies by reviewing and analyzing account postings. * Assist in ...

OuterFactor

Staff Accountant (Entry-Level)

Galesburg, MI · On-site

$52K - $65K/yr

  • Retirement

  • PTO

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 ...

OuterFactor

Staff Accountant (Entry-Level)

Galesburg, MI · On-site

$52K - $65K/yr

  • Retirement

  • PTO

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

Tommy's Express Car Wash

Entry Level Warehouse Worker

Holland, MI · On-site

$15 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Entry Level Warehouse Worker Are you ready to kickstart your career in a growing West Michigan ... financial planning services with Merrill Lynch * Paid time off and paid holidays * Opportunity for ...

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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 Aug 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 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.

Financial Literacy Counselor

Mecosta County, Michigan

Lansing, MI

$22.38/hr

Full-time

Re-posted 8 days ago

Job description

Financial Literacy Counselor - Social Services Agency 

Property Tax Foreclosure Prevention

* Mid-Michigan *

Full Time: 40 Hours/Week

Entry Level: $22.38/Hour

Full benefit package: After 60 days of employment

Work Hours: Monday through Friday 8 am - 4:30 pm 

Initial Training Worksite is 1301 Rensen, Lansing, MI and will change following upcoming office relocation

Worksite Locations: Clinton, Eaton, and Shiawassee counties as needed

General Summary

Under the supervision of the Financial Literacy Program Manager, provides family support services to individuals accessing services through the Service Center(s) to promote individual and family independence. This position focuses on (but may not be limited to) providing financial counseling and advocacy/referral services to eligible persons facing Property Tax Foreclosure in the assigned Service Center(s). Requires the ability to establish and maintain positive working relationships with County Treasurer officials and staff.

Job Functions

Specifically assigned to assist local households facing Property Tax Foreclosure.

Determines eligibility and assists participants with the complexities related to Property Tax Foreclosure and assists them with applying for needed services. This may include assisting with enrollment in and follow-up with any available local, state, or federal property tax foreclosure prevention program, where applicable.

Works with participants and the County Treasurer's Office(s) to create a reasonable household budget and an acceptable repayment plan.

Provides individualized one-on-one financial counseling sessions (including both initial and follow-up sessions) to assist participants in achieving their established goals.

Assists individuals in the selection of educational enrichment activities to comply with program requirements, if/where applicable.

Conducts credit repair and money management workshops utilizing Agency approved training materials.

Provides family support services to individuals seeking services through the assigned Service Center(s). Services include needs assessment, direct and referral services, advocacy and follow-up to assist individuals in meeting basic needs.

Provides participants with community resource information and assists with accessing services for which they are eligible. Links participants with service providers, employers, and other resources designed to meet individual needs and improve quality of life.

Informs participants about the Weatherization program and completes the intake/screening assessment for those services.

Maintains up-to-date participant files, including assessment, direct and referral services, follow-up and other participant activities.

Ensures that required participant data in the DBA FACS PRO system is accurate and completed in a timely manner for all participants and maintains an accurate account of all services.

Ensures confidentiality of all participant information and records at all times.

Works cooperatively as part of the Service Center Delivery team to address the needs of the low income population and to meet Project objectives.

Serves as a role model to guide others along the self-sufficiency continuum.

Assists with special projects upon request.

Recommended Qualifications

Education: A Bachelor's degree from an accredited college and two years of relevant experience with some background in finance, financial education, counseling/coaching, or social service delivery is required.

Particular expertise in one of the following: financial services, banking, social work, financial planning, coaching/mentoring, teaching, collections, or a law degree.

Experience: Previous financial and/or foreclosure housing counseling required.

Knowledge of property tax foreclosure procedures highly preferred.

Specialized education with degree or certification (i.e., law degree, certified financial counseling, etc.) highly preferred.

Strong public presentation skills and professional orientation.

Exceptional interpersonal and communication skills, both oral and written.

Advanced computer skills required

Other: Ability to work with a diverse population in an effective manner.

Sensitivity to the needs of others with the ability to encourage and guide others in their quest for independence.

Willing to utilize personal vehicle to travel between assigned worksite locations, as needed.

  • The qualifications listed above are guidelines for selection purposes; alternative qualifications may be substituted if sufficient to perform the duties.

Capital Area Community Services, Inc. is an Equal Opportunity Employer. We are a drug free workplace, with pre-employment drug screening (including marijuana) required. Employment is contingent upon successful completion of a background investigation.

Apply