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Entry Level Financial Planning Jobs in Michigan (NOW HIRING)

Principal

Entry-Level Financial Advisor

Kalamazoo, MI · On-site

Complete a structured training program focused on financial planning, business development, and client relationship management * Deliver ongoing service and support while building trust and expanding ...

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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 Aug 31, 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 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 are the key skills and qualifications needed to thrive as an entry level financial planner?

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 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.

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.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop skills in financial analysis and client communication. Gaining internships or certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and applying through company websites or job boards is common for entry-level roles.

How to start a career in entry level financial planning?

To start a career in entry level financial planning, obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop strong analytical and communication skills. Gaining industry certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and entry-level roles often require familiarity with financial software and client service experience.

What is the best entry-level financial planning job?

An entry-level financial planning role typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common positions include financial planning assistant or paraplanner, often requiring knowledge of financial software and certifications like the CFP exam. These roles provide foundational experience for a career in financial planning.

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 August 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $52,833 per year, or $25.4 per hour.

Entry-Level Financial Advisor

Kalamazoo, MI • On-site

Principal

8.6

Company rating: 8.6 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

94th of 315 rated insurance

People enjoy working here

Good employer

Paid breaks

Learn more about Principalexternal

Full-time

Retirement

Posted 27 days ago

Job description

Begin your career in financial services with a structured development program designed to prepare you for long-term success as a Financial Advisor. No prior advisory experience is required. We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build the knowledge and confidence needed to succeed.
At Principal, you'll work with business owners, professionals, and families to help them plan for their financial future while building your own book of business. With access to innovative technology, AI-driven prospecting resources, and experienced leadership, you'll develop the skills to grow a rewarding and entrepreneurial career.
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 organizationCompensation:

$76,000 at plan earnings


Responsibilities:
  • Complete a structured training program focused on financial planning, business development, and client relationship management
  • Deliver ongoing service and support while building trust and expanding your professional network
  • Analyze client financial information to help develop customized strategies aligned with their goals
  • Build and grow a client base by developing relationships, networking, and connecting with prospective clients
  • Utilize AI-powered prospecting and business development tools to identify potential clients and uncover opportunities within the small and mid-sized business market

Qualifications:
  • Demonstrated ability to build trust and develop professional relationships
  • Strong initiative with a desire to learn, grow, and develop professionally
  • Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided)
  • Excellent communication, interpersonal, and relationship-building skills
  • Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience

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.

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