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Entry Level Financial Planner Jobs in Rochester Hills, MI

Hantz Group

Tax Associate

Davison, MI · On-site

$53K - $70K/yr

Tax Associate Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...

Hantz Group

Tax Associate

Romeo, MI · On-site

$56K - $75K/yr

Tax Associate Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...

Hantz Group

Tax Associate

Clinton Township, MI · On-site

$54K - $72K/yr

Tax Associate Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...

Hantz Group

Tax Associate

Davison, MI · On-site

$53K - $70K/yr

Tax Associate Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...

Hantz Group

Tax Associate

Romeo, MI · On-site

$56K - $75K/yr

Tax Associate Hantz Group is a Michigan-based financial company that works with individuals and ... Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize ...

fng

Accountant

Detroit, MI

Planning, Budgeting * Accountability and Dependability * Ethics and Integrity * Analytical * Team Work Job Duties * Compiles and analyzes financial information to prepare entries to accounts, such as ...

fng

Accountant

Detroit, MI · On-site

Planning, Budgeting * Accountability and Dependability * Ethics and Integrity * Analytical * Team Work Job Duties * Compiles and analyzes financial information to prepare entries to accounts, such as ...

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Entry Level Financial Planner information

See Rochester Hills, MI salary details

$46.5K

$89K

$128.4K

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

As of Aug 31, 2026, the average yearly pay for entry level financial planner in Rochester Hills, MI is $88,990.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $93,900.00 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 Rochester Hills, MI?

The most popular types of Financial Planner jobs in Rochester Hills, MI are:

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For Entry Level Financial Planner jobs in Rochester Hills, MI, the most frequently searched job titles are:

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The top searched job categories for Entry Level Financial Planner jobs in Rochester Hills, MI are:

What cities near Rochester Hills, MI are hiring for Entry Level Financial Planner jobs?

Cities near Rochester Hills, MI 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 Rochester Hills, MI as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $88,990 per year, or $42.8 per hour.

Financial Analyst- Supply Chain

Warren, MI

Lipari Foods
Manufacturing • 501 - 1,000 employees

6.4

Company rating: 6.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

39th of 49 rated food wholesalers

Uninterrupted breaks

Learn more about Lipari Foodsexternal

Full-time

Re-posted 2 days ago

Job description

Lipari Foods is seeking a detail-oriented and analytical Financial Analyst- Supply Chain to support financial planning, cost analysis, and operational efficiency within the supply chain. This entry-level role will assist in analyzing data related to procurement, inventory, logistics, and distribution to help drive cost savings and improve overall performance.

Key Responsibilities:

  • Analyze supply chain costs including procurement, transportation, warehousing, and inventory holding
  • Assist in budgeting, forecasting, and financial planning for supply chain operations
  • Track and report key performance indicators (KPIs) such as inventory turnover, cost per unit, and service levels
  • Support month-end and quarter-end financial reporting processes
  • Identify cost-saving opportunities and process improvements
  • Collaborate with procurement, logistics, and operations teams to align financial goals
  • Prepare financial models and variance analyses
  • Maintain and update financial and operational databases
  • Assist in pricing analysis and supplier cost evaluations

Position Requirements:

  • Bachelor's degree in Business, Finance, Accounting, Supply Chain Management, Economics, or related field
  • 2+ years of experience
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Excel (pivot tables, VLOOKUP, basic modeling)
  • Familiarity with ERP systems (e.g., SAP, Oracle) is a plus
  • Basic understanding of supply chain processes and financial principles
  • Strong attention to detail and organizational skills
  • Good communication and teamwork abilities
  • Experience with data visualization tools (e.g., Power BI, Tableau)
  • Knowledge of financial modeling and forecasting techniques
  • Understanding of inventory management and logistics concepts

About Lipari Foods

Headquartered in Warren, Michigan, Lipari Foods is a leading independent distributor built around global and specialty foods. With a customer-first mindset, they serve customers through 67 depots across 32 states and growing. Lipari brings the world's most craveable flavors to shelf with an end-to-end approach that combines exclusive and owned brands, retail services, innovative tools, and dependable delivery across 10 categories including deli, bakery, frozen/dairy, specialty grocery, international specialty, meat/seafood, packaging, confections, foodservice/prepared foods, and convenience.

Lipari Foods LLC is proud to be an Equal Opportunity Employer.

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