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Entry Level Financial Planning Jobs in Michigan (NOW HIRING)

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 ...

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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 8, 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.

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 financial planning job?

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

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.

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, accounting, or related fields, and develop skills in financial analysis and client communication. Gaining certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and internships or entry-level roles in financial services provide valuable experience. Strong interpersonal skills and proficiency with financial planning software are also beneficial.

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 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 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 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,833 per year, or $25.4 per hour.

Mortgage Sales Representative - Entry Level

loanDepot

Birmingham, MI • On-site

$70K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 24 days ago

loanDepot rating

7.8

Company rating: 7.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

Job description

Position Summary:   

Our Direct Sales channel is at the core of who we are at loanDepot—a consumer direct marketing powerhouse focused on providing excellent service to our customers across all 50 states. Our direct lending channel, comprised of both seasoned mortgage veterans & our own home-grown Lending Officers, receive daily warm transfers from our call center agents to recommend loan solutions in accordance with lending guidelines and mortgage policy. Our Lending Officers put their clients’ needs first to pre-qualify and provide a consultative, customer first approach, to determine the loan program that best fits their specific financial goals.  

Responsibilities:   

  • Licensed Lending Officers receive a high-volume lead flow of online customer contacts daily from our call center. 
  • Will present loanDepot’s competitive edge, evaluate customer needs, and sell valuable financial solutions to clients across the country.
  • Builds rapport, analyzes financial situations, and determines the appropriate loan product to meet their client’s goals.
  • Educates clients on how to better manage their mortgage and debt.
  • Assists clients through the loan process from application to closing.
  • Maintains minimum production standards including originations & fundings.

 Requirements:   

  • 2+ years of recent mortgage origination experience in a similar direct lending environment REQUIRED.
  • Must be willing to commute to one of our offices in Irvine CA, Southfield MI, Franklin TN, or Scottsdale AZ. Remote will be considered on a case-by-case basis.
  • NMLS SAFE ACT compliant, holding 5 or more active state licenses REQUIRED.
  • Proven production of top performance in alike model REQUIRED.
  • Flexible and adaptable, learns and reacts quickly at a faster than average pace.
  • Excellent customer service & follow through—were here to take care of our clients.

The Perks:   

  • Compensation--Competitive compensation package which includes base wage in addition to a BPS commission structure with additional kickers.
  • Training/Licensing-- Company provided sales training, in addition to continuing education & licensing support. 
  • Marketing machine—on average, 10+ quality leads transferred to our Lending Officers daily.
  • Competitive pricing--we fight for every deal to support our clients.
  • Quick turn times-- we understand we must close quickly.
  • Benefits-- excellent benefits package including multiple health, dental, and vision options, HSA/FSA plans, volunteer paid hours, tuition reimbursement, pet coverage, company paid life insurance and more!
  • Financial Planning-- 401K with company match.

About loanDepot:
loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.
Base pay is one part of our total compensation for Licensed Lending Officers. The base pay for this role is determined by your state's minimum wage and county requirements. In addition to an uncapped commission plan.  Ramp-up bonuses are possible, based on a proven record of recent production.  

We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.  

Company Description

loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.

The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.

Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

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