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Entry Level Financial Planner Jobs in Rochester Hills, MI

InsuraTec

Sales Representative (Remote)

Hamtramck, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Clawson, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Livonia, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Westland, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Warren, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Novi, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Rochester, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Eastpointe, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Birmingham, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Southfield, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Royal Oak, MI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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Showing results 21-40

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 Sep 5, 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:

What are popular job titles related to Entry Level Financial Planner jobs in Rochester Hills, MI?

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

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
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.

Entry Level Civil/Environmental Engineer - #3013.04

Wade Trim

Detroit, MI • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 2 days ago

New

Wade Trim rating

9.2

Company rating: 9.2 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

35th of 453 rated engineering

Job description

What We Offer:
 
Our excellent salary and benefits package includes medical, dental, vision, life insurance, short and long-term disability coverage, education reimbursement, 401(k), performance bonuses, and an employee stock program. Employee Resource Groups and Programs offered include the Young Professionals Group, Women at Wade Trim, Diversity, Equity and Inclusion, Professional Development, Leadership Development, Rotation Program, Mentor Program, Sustainability Program, and Wellness Program.
 
Position Description:
 
We are looking for an Entry Level Civil/Environmental Engineer to join our Water Resources Team to improve infrastructure in our Detroit office. Candidates must possess a bachelor's degree in civil or environmental engineering and have zero to three years of related experience. Knowledge of AutoCAD 3D, Civil 3D and/or Revit is preferred. Excellent writing, organizational and communication skills will be essential. Candidates must be self-motivated and able to work well with others. A flexible hybrid-remote work schedule available after 90 days of employment.
Typical responsibilities include:
  • Provide technical planning, design, permitting, and construction support on various water utility projects that may include collection system, pump station, wastewater treatment, reclaimed water, water treatment, water distribution, and various other ancillary civil engineering projects.
  • Prepare engineering calculations and supporting analysis of alternatives
  • Prepare design reports and construction plans using local and state standards
  • Prepare construction plans using AutoCAD 3D, Civil 3D and Revit
  • Review plans and specifications
  • Prepare/assist with permit submittals
  • Prepare preliminary project cost estimates and evaluate quantities
  • Assist with/review scope, budget, and schedule of new project tasks
  • Monitor task budget and progress
  • Document design changes and communications
  • Conduct on-site inspections as needed
  • Prepare project status and other reports
  • Assist in the preparation of proposals
  • Assist Project Managers
  • Attend client, public, project and staff meetings including client progress, plan review, preconstruction, etc.
  • Maintain excellent client relations
  • Maintain a safe working environment
Education:
  • Bachelor's degree in Civil or Environmental Engineering
Skills/Experience:
  • 0 to 3 years of related experience required
  • AutoCAD, Civil 3D and/or Revit experience is preferred
  • EIT preferred
About Wade Trim:
 
Wade Trim is committed to maximizing the value of infrastructure investments. We've been solving complex engineering challenges for nearly a century. We customize our work approach to fit each project using a collaborative, friendly style to deliver solutions our clients can stand behind.
 
Our supportive culture recognizes and strives to fulfill collective client, company, and individual needs. Mentoring and building skills of Wade Trim staff is a priority. Frequent interaction among staff is encouraged, company leadership is easily accessible, and opportunities are provided for staff to help shape the firm's future through strategic planning. Work/life balance is supported through a flexible, hybrid work schedule that brings team members together in the office at least two days a week and connects them virtually when working from home.
 
To solve our clients' toughest challenges, we've devoted ourselves to delivering innovative solutions. Our Office of Applied Technology (OAT) is dedicated to seeking new technologies or ways to apply existing technologies to enhance value to our clients and positively impact communities. All staff are encouraged to share ideas and suggestions for innovative technologies or processes to adopt. This open-minded approach enables us to advance technology, foster innovation, and stay ahead of our clients' needs.
 
Wade Trim's success is shared by the employees that make it happen. Since our beginning, our firm has been 100% employee owned. This cultivates an ownership mindset that benefits our work approach, collaborative culture, and ability to deliver client solutions. We believe employee ownership drives the sustainability and growth of our firm and provides all our employees with opportunities for financial success.
 
If you are looking for a challenging and rewarding career in a friendly environment, please submit your resume by visiting the Careers section of our website at http://www.wadetrim.com/careers.
 
Wade Trim is an Affirmative Action/Equal Opportunity Employer.
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