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Entry Level Financial Planner Jobs in Rochester Hills, MI

Hantz Group

Tax Associate

Romeo, MI · On-site

$56K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

$40K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

$40K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

$40K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Flex-N-Gate

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 ...

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

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

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 ...

Huntington

CRE Credit Analyst

Detroit, MI · On-site +1

  • Medical

  • Life

  • Retirement

  • PTO

Monitor financial reporting requirements and obtain and analyze financial and loan information ... Strong organizational skills with attention to detail, planning, and follow-up. * Excellence in ...

Medxcel

Henry Ford Main Electrician II

Detroit, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial security & retirement: employer-matched 403(b), planning and hardship resources, disability and life insurance * Time to recharge: pro-rated paid time off (PTO) and holidays * Career growth:

Medxcel

Henry Ford Main Electrician II

Detroit, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial security & retirement: employer-matched 403(b), planning and hardship resources, disability and life insurance * Time to recharge: pro-rated paid time off (PTO) and holidays * Career growth:

androidind

Purchasing Project Manager

Auburn Hills, MI · On-site

We are seeking an Entry-Level Purchasing Project Manager that will serve as a main point of contact ... Communicate regularly with Buyers, Launch PM's, Engineering, Operations, Finance teams and other ...

TQL

Sales Representative - Uncapped Commission

Troy, MI

$40K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Entry level sales at TQL is an opportunity to build a career with an industry leader that offers an ... Perks including employee discounts, financial wellness planning, tuition reimbursement and ...

Raising Cane's

Cook

Novi, MI · On-site

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook

Novi, MI · On-site

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook

Novi, MI · On-site

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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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 Aug 15, 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.

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.
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 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $88,990 per year, or $42.8 per hour.

Tax Associate

Hantz Group

Romeo, MI • On-site

$56K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

Tax Associate
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients' taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.
The Tax Associate position is a great entry level position to start your career in tax. You will be integrated into the Family Office. Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about tax accounting and the important relationship tax accounting has with financial services. In addition to completing tax analysis and preparing tax projections and returns you'll collaborate with the other specialists to find opportunities for your clients.
Essential Job Functions:
  • Analyze Tax Liability
  • Prepare Tax Projections
  • Meet assigned goals
  • Attend meetings and trainings
  • Work with the Tax Team to assist in servicing clients
  • Comply with all industry rules and regulations
  • All other task assigned

Education/Knowledge & Skills:
  • Ability to effectively manage competing priorities
  • Strong sense of professional and personal accountability
  • Basic computer skills and experience with Microsoft Office applications
  • Strong written and verbal communication skills
  • Strong work ethic
  • Highly motivated and a self-starter
  • Strong leadership qualities and an entrepreneurial spirit
  • Bachelor's Degree in Accounting. Finance, or related field preferred
  • Ability to obtain Enrolled Agent designation
  • Ability to obtain active Preparer Tax Identification Number (PTIN)

Benefits:
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
    • Eligibility Requirements Vary

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

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