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Entry Level Financial Planner Jobs in Rochester Hills, MI

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 ...

Plantemoran

2027 Financial Advisor Intern

Southfield, MI

$16.25 - $21.25/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... Some experience at a brokerage, financial planning firm/practice or money management firm is ...

NGK Detroit

Accountant - Entry Level

Novi, MI · On-site

Maintain vendor list in ERP and track spending by vendor monthly. * Assist in the preparation and submission of required financial reporting (monthly, quarterly, annual). * Maintain inventory files ...

NGK Detroit

Accountant - Entry Level

Novi, MI · On-site

Maintain vendor list in ERP and track spending by vendor monthly. * Assist in the preparation and submission of required financial reporting (monthly, quarterly, annual). * Maintain inventory files ...

Hantz Group

Administrative/Department Assistant

Southfield, MI · On-site

$16.50 - $22.25/hr

Administrative Licensing/Recruiting Admin Hantz Group is looking for an entry level candidate to ... Our team of specialists work in collaboration and offer a holistic approach to financial planning.

Hantz Group

Administrative/Department Assistant

Southfield, MI · On-site

$16.50 - $22.25/hr

Administrative Licensing/Recruiting Admin Hantz Group is looking for an entry level candidate to ... Our team of specialists work in collaboration and offer a holistic approach to financial planning.

MAHLE

Controlling Analyst (Onsite)

Farmington Hills, MI · On-site

... financial data to guide decision-making. This role manages planning and reporting for the MAHLE ... Benefits-US/CH_CN_DI_IB_LI_MA_MP_MW_OB_PH Entry level: Experienced hires Part- / Full-time: ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Rochester Hills, MI

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 Jul 20, 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 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 job categories do people searching Entry Level Financial Planner jobs in Rochester Hills, MI look for? 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

Financial Planning & Analysis (FP&A) Analyst

altg

Livonia, MI • On-site

Other

This job post has expired today. Applications are no longer accepted.

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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