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Entry Level Financial Planning Jobs in Michigan (NOW HIRING)

Principal

Entry-Level Financial Advisor

Lansing, MI

$76K/yr

Interest in financial planning, wealth management, and helping clients achieve financial goals * Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided) * Demonstrated ...

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 ...

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.

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 ...

Stellantis

... 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 ...

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All JobsFinancial Planning JobsEntry Level Financial Planning JobsEntry Level Financial Planning Jobs in Michigan

Entry Level Financial Planning information

See Michigan salary details

$30.9K

$52.8K

$91.1K

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

As of Jul 27, 2026, the average yearly pay for entry level financial planning in Michigan is $52,833.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $59,700.00 per year, depending on experience, location, and employer.

What are some common challenges faced by entry-level financial planners, and how can they overcome them?

Entry-level financial planners often face challenges such as building a client base, gaining trust, and staying updated with evolving financial regulations. It can be intimidating to establish relationships with clients who may prefer more experienced advisors. To overcome these hurdles, new planners can focus on continuous learning, seek mentorship, and leverage networking opportunities within their firm or industry groups. Regularly attending training sessions and collaborating with senior team members can also accelerate skill development and confidence.

How to become a financial planner with no experience?

To become an entry-level financial planner with no experience, focus on obtaining relevant education such as a bachelor's degree in finance, accounting, or related fields. Gaining knowledge of financial planning tools and concepts, passing certifications like the CFP exam, and developing strong communication and analytical skills can help you enter the field; internships or entry-level positions can provide practical experience.

What is the difference between Entry Level Financial Planning vs Financial Advisor?

AspectEntry Level Financial PlanningFinancial Advisor
CertificationsBasic certifications (e.g., CFP® exam prep, FINRA licenses)Typically holds CFP®, Series 7, 66, or 65 licenses
Work EnvironmentInternships, entry-level firms, financial planning firmsIndependent or firm-based, client-facing roles
Job FocusAssisting with financial plans, research, data gatheringProviding personalized financial advice, client management
Experience Level0-2 years2+ years experience often required

Entry Level Financial Planning roles typically involve supporting financial advisors and gaining foundational knowledge, while Financial Advisors actively manage client portfolios and provide tailored financial advice. The entry-level position is a stepping stone toward becoming a licensed and experienced financial advisor.

What is the best entry-level finance job?

An entry-level financial planning role typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common positions include financial analyst, junior planner, or associate, often requiring basic knowledge of financial software and certifications like the CFP or CFA Level I. These roles provide foundational experience in budgeting, investment strategies, and financial advising.

Is $200,000 enough to work with a financial advisor?

For an entry-level financial planning role, a client with $200,000 in assets is generally considered a moderate amount to work with. Financial advisors often set minimum asset thresholds, which can range from $50,000 to $250,000, depending on the firm and services offered. Having this amount allows for comprehensive financial planning, including investment management and retirement planning, but the specific scope depends on the advisor's policies and client needs.

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 solid understanding of financial principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheets, and pursuing certifications like CFP or Series 7/63 is often expected. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are vital soft skills. These competencies help ensure accurate planning, regulatory compliance, and client trust, which are essential for long-term success in financial services.

What is entry level financial planning?

Entry level financial planning refers to roles where professionals help individuals or businesses manage their finances, such as budgeting, saving, investing, and planning for retirement. People in these positions typically work under the supervision of experienced financial planners and may assist with preparing client reports, researching investment options, and learning the basics of financial advising. These roles are ideal for recent graduates or those new to the finance industry who want to gain experience and work toward certifications like CFP (Certified Financial Planner). Entry level financial planners often develop strong analytical, communication, and client service skills, which are essential for career growth in the financial planning field.

What does a first year CFP make?

A first-year Certified Financial Planner (CFP) typically earns between $50,000 and $70,000 annually, depending on location, firm size, and prior experience. Entry-level CFPs often focus on client onboarding, financial analysis, and developing planning strategies, with potential for salary growth as they gain experience and certifications.
What are the most commonly searched types of Financial Planning jobs in Michigan? The most popular types of Financial Planning jobs in Michigan are:
What are popular job titles related to Entry Level Financial Planning jobs in Michigan? For Entry Level Financial Planning jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planning jobs in Michigan look for? The top searched job categories for Entry Level Financial Planning jobs in Michigan are:
What cities in Michigan are hiring for Entry Level Financial Planning jobs? Cities in Michigan with the most Entry Level Financial Planning job openings:
Entry Level Financial Planning jobs near you
Infographic showing various Entry Level Financial Planning job openings in Michigan as of July 2026, with employment types broken down into 84% Full Time, 12% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $52,833 per year, or $25.4 per hour.
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Principal

Lansing, MI

$76K/yr

Full-time

Posted 5 days ago

Principal Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

88th of 299 rated insurance

Job description

Launch your career as a Financial Advisor with industry-leading training, mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing. No prior Financial Advisor experience is required—we provide the tools, support, and professional development needed to build a successful practice serving businesses and professionals in your community.
At Principal, you'll learn how to help clients achieve their financial goals while building your own client base in the small and mid-sized business market. Leveraging AI-powered prospecting tools, advanced technology, and guidance from experienced leaders, you'll develop the skills needed to grow a rewarding career in financial services.
What We Offer
- Sponsorship for FINRA Series 7 and Series 66 licensing
- Comprehensive training and onboarding program
- Mentorship from experienced financial professionals
- AI-powered prospecting and client engagement tools
- Opportunity to build and grow your own client base
- Competitive compensation and performance incentives
- Career advancement within a Fortune 500 financial services organization
Compensation:

$76,000 at plan earnings


Responsibilities:
  • Build and grow a client base by developing relationships, networking, and connecting with prospective clients
  • Partner with experienced advisors and leadership to strengthen your expertise and provide exceptional client experiences
  • Leverage technology and data-driven insights to prepare for meetings, understand client needs, and support meaningful financial conversations
  • Deliver ongoing service and support while building trust and expanding your professional network
  • Participate in comprehensive training, mentorship, and development programs designed to prepare you for a successful career as a Financial Advisor
  • Analyze client financial information to help develop customized strategies aligned with their goals
  • Identify and connect with prospective clients using AI-powered technology, networking, and community engagement



Qualifications:
  • Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience
  • Previous experience in sales, customer service, business development, account management, recruiting, retail leadership, or relationship-focused roles preferred
  • Interest in financial planning, wealth management, and helping clients achieve financial goals
  • Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided)
  • Demonstrated ability to build trust and develop professional relationships
  • Excellent communication, interpersonal, and relationship-building skills
  • Self-motivated with a strong desire to learn and grow



About Company

You’ll join a nationwide network of affiliated financial professionals partnering with Principal, with the autonomy to grow your practice your way. Principal is a recognized leader in solutions for small and mid-sized businesses, offering expertise in retirement, employee benefits, business protection, and asset management.

We understand every practice is unique. That’s why we offer flexible affiliation options, along with a variety of team structures and benefit choices—all backed by robust resources, technology, and support. Our model delivers the backing of an established firm with a payout structure that reflects an independent approach.

And just as we help businesses provide meaningful benefits, we do the same for you—offering more than traditional compensation, with support designed to help you grow and succeed long term.

What Principal Financial Group employees say

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