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Entry Level Financial Planner Jobs in Novi, MI (NOW HIRING)

... 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 ...

... 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 ...

... 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 ...

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 ...

... 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 ...

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 ...

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 ...

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Entry Level Financial Planner information

See Novi, MI salary details

$47.6K

$91.1K

$131.4K

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

As of Aug 11, 2026, the average yearly pay for entry level financial planner in Novi, MI is $91,088.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,600.00 and $96,100.00 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.

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 related fields, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles helps build practical skills, and strong communication, analytical abilities, and familiarity with financial software are valuable for entry-level applicants.

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 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 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.
What are the most commonly searched types of Financial Planner jobs in Novi, MI? The most popular types of Financial Planner jobs in Novi, MI are:
What are popular job titles related to Entry Level Financial Planner jobs in Novi, MI? For Entry Level Financial Planner jobs in Novi, MI, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Novi, MI look for? The top searched job categories for Entry Level Financial Planner jobs in Novi, MI are:
What cities near Novi, MI are hiring for Entry Level Financial Planner jobs? Cities near Novi, MI with the most Entry Level Financial Planner job openings:
Infographic showing various Entry Level Financial Planner job openings in Novi, MI as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $91,088 per year, or $43.8 per hour.

Spanish Bilingual Finance Specialist / Finance Analyst / Manager

Cesna Group

Farmington Hills, MI • On-site

$50K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New


Job description

Job Summary
  • We are seeking a Bilingual Finance Specialist / Finance Analyst (Spanish Required) to support finance operations across the U.S., Mexico, and Korea.
  • We are open to a wide range of experience levels: entry-level to Finance Manager.
  • This role is responsible for accounting, treasury, finance, tax, and FP&A while serving as a key liaison between global finance teams.
  • Candidates with a bachelor's degree in Accounting, Business, Economics, or a related field and strong Spanish communication skills are encouraged to apply. Manufacturing finance and SAP/ERP experience are preferred, but candidates with limited finance experience and strong growth potential will also be considered. This position may be based in either the U.S. or Mexico, depending on business needs and candidate qualifications.
Job Description
  • Key Responsibilities:
  • Accounting
  • Treasury
  • Finance
  • Tax
  • FP&A (Financial Planning & Analysis)
  • Support communication among Finance Teams in Mexico, the U.S., and Korea
  • Internal communication support for Finance-related matters
Qualifications
  • Bachelor's degree (4-year university)
  • Spanish proficiency required:
  • Ability to communicate in English or Korean at a business level
  • Preferred majors:
  • Accounting, Business Administration, Economics.
  • Candidates with limited finance experience may still be considered; training and growth opportunities can be provided
  • Strong Spanish skills and effective communication abilities are highly valued in addition to accounting knowledge
  • Preferred Qualifications
  • - Experience in manufacturing Finance / Accounting
  • - Experience working in multinational companies or overseas subsidiaries
  • - Experience with ERP systems such as SAP
  • - Ability to communicate in Korean / English / Spanish (trilingual)
What's On Offer
  • - Paid Time Off (PTO) 10 days
  • - 401(k) match up to 4.5%
  • - Medical/Vision/Dental Insurance provided
  • - Winter/Summer shutdown
  • - Relocation support

Apply online or feel free to contact us directly for more information about the opportunity. Due to the high volume of applicant, we regret to inform that only shortlisted candidates will be notified. Thank you for your understanding.