ZipRecruiter

Log In

2

Entry Level Financial Planning Jobs in Rochester Hills, MI

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)

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)

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)

Detroit, 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)

Farmington, 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)

Allen Park, 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)

Melvindale, 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)

Ferndale, 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 ...

next page

Showing results 1-20

All JobsFinancial Planning JobsEntry Level Financial Planning JobsEntry Level Financial Planning Jobs in Rochester Hills, MI

Entry Level Financial Planning information

See Rochester Hills, MI salary details

$32.7K

$55.8K

$96.2K

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

As of Aug 26, 2026, the average yearly pay for entry level financial planning in Rochester Hills, MI is $55,795.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $63,000.00 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 Rochester Hills, MI?

The most popular types of Financial Planning jobs in Rochester Hills, MI are:

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

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

What job categories do people searching Entry Level Financial Planning jobs in Rochester Hills, MI look for?

The top searched job categories for Entry Level Financial Planning jobs in Rochester Hills, MI are:

What cities near Rochester Hills, MI are hiring for Entry Level Financial Planning jobs?

Cities near Rochester Hills, MI 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 Rochester Hills, MI 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 $55,795 per year, or $26.8 per hour.

Spanish Bilingual Finance Specialist / Finance Analyst / Manager

Farmington Hills, MI • On-site

Cesna Group
51 - 200 employees
Learn more about Cesna Groupexternal

$50K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Job description

Job Summary
  • We are seeking a Bilingual Finance Specialist / Finance Analyst (Spanish Required) to support finance operations across the U.S., Mexico, and Korea.
  • We are open to a wide range of experience levels: entry-level to Finance Manager.
  • This role is responsible for accounting, treasury, finance, tax, and FP&A while serving as a key liaison between global finance teams.
  • Candidates with a bachelor's degree in Accounting, Business, Economics, or a related field and strong Spanish communication skills are encouraged to apply. Manufacturing finance and SAP/ERP experience are preferred, but candidates with limited finance experience and strong growth potential will also be considered. This position may be based in either the U.S. or Mexico, depending on business needs and candidate qualifications.
Job Description
  • Key Responsibilities:
  • Accounting
  • Treasury
  • Finance
  • Tax
  • FP&A (Financial Planning & Analysis)
  • Support communication among Finance Teams in Mexico, the U.S., and Korea
  • Internal communication support for Finance-related matters
Qualifications
  • Bachelor's degree (4-year university)
  • Spanish proficiency required:
  • Ability to communicate in English or Korean at a business level
  • Preferred majors:
  • Accounting, Business Administration, Economics.
  • Candidates with limited finance experience may still be considered; training and growth opportunities can be provided
  • Strong Spanish skills and effective communication abilities are highly valued in addition to accounting knowledge
  • Preferred Qualifications
  • - Experience in manufacturing Finance / Accounting
  • - Experience working in multinational companies or overseas subsidiaries
  • - Experience with ERP systems such as SAP
  • - Ability to communicate in Korean / English / Spanish (trilingual)
What's On Offer
  • - Paid Time Off (PTO) 10 days
  • - 401(k) match up to 4.5%
  • - Medical/Vision/Dental Insurance provided
  • - Winter/Summer shutdown
  • - Relocation support

Apply online or feel free to contact us directly for more information about the opportunity. Due to the high volume of applicant, we regret to inform that only shortlisted candidates will be notified. Thank you for your understanding.

Apply