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Financial Advising Jobs in Michigan (NOW HIRING)

SYM Financial Advisors

Financial Advisor

Midland, MI

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...

SYM Financial Advisors

Financial Advisor

Midland, MI

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...

LPL Financial

Associate Financial Advisor

Shelby, MI · Hybrid

Associate Financial Advisor - Shelby State Bank Your career path should lead to real opportunity LPL Financial offers a complete menu of financial services to bank clients. This employment ...

SYM Financial Corporation

Financial Advisor

Midland, MI · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...

Kaizen Financial Group

Be Seen First

Financial Advisor

Shelby Township, MI · On-site

$100K/yr

At Kaizen Financial, we believe advisors do their best work when they're supported by a collaborative team, strong marketing resources, and a client-first culture. We're seeking an experienced ...

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All JobsFinancial Advising JobsFinancial Advising Jobs in Michigan

Financial Advising information

See Michigan salary details

$31.4K

$89K

$125.5K

How much do financial advising jobs pay per year?

As of Aug 8, 2026, the average yearly pay for financial advising in Michigan is $89,020.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,400.00 and $114,200.00 per year, depending on experience, location, and employer.

What jobs do financial advising do?

Financial advisors help clients manage their finances by providing investment, retirement, estate planning, and budgeting advice. They analyze financial data, develop personalized plans, and often hold certifications such as the CFP or CFA. Their work typically involves working in financial firms, banks, or independently, with a focus on client service and financial analysis.

What is the difference between Financial Advising vs Financial Planning?

AspectFinancial AdvisingFinancial Planning
CredentialsCFP, CFA, or similar certificationsCFP, ChFC, or similar certifications
Work EnvironmentFinancial firms, banks, independent advisoriesConsulting firms, independent practices, banks
Employer & Industry UsageCommonly used in financial services industryOften used interchangeably but also in personal finance contexts

Financial Advising and Financial Planning are closely related roles in the financial industry. Advisers typically focus on providing investment advice and managing client portfolios, while financial planners develop comprehensive financial strategies including retirement, estate, and tax planning. Both roles require similar certifications and often work in similar environments, but their scope and client focus can differ.

What qualifications do you need to be a financial advising?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are often required or preferred, along with strong interpersonal and analytical skills. Licensing may also be necessary depending on the services offered, such as passing the Series 7 or Series 66 exams.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need strong financial analysis skills, knowledge of investment strategies, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are commonly required. Exceptional interpersonal skills, trustworthiness, and effective communication help advisors build lasting client relationships. These competencies are vital for delivering sound financial advice, ensuring client satisfaction, and driving business growth.

Do financial advising make a lot of money?

Financial advisors can earn a wide range of incomes depending on experience, client base, and location. According to industry data, median annual salaries often range from $60,000 to $90,000, with top earners making over $200,000 through commissions, fees, and bonuses. Success in this field typically requires strong interpersonal skills, certifications like the CFP, and a solid understanding of financial products and markets.

What is a financial advisor?

Financial advisors are professionals who help individuals and businesses manage their finances and achieve their financial goals. They provide guidance on a range of topics such as investments, retirement planning, taxes, insurance, and estate planning. Financial advisors assess clients’ current financial situations, develop personalized strategies, and recommend specific financial products or services. They may also help clients monitor their progress and adjust plans as needed over time.

What are some common challenges faced by financial advisors in building and maintaining client relationships?

Financial advisors often encounter challenges such as earning clients' trust, clearly communicating complex financial strategies, and adapting to changing financial goals or market conditions. Building long-term relationships requires consistent follow-up, proactive communication, and demonstrating genuine care for clients' financial well-being. Additionally, advisors must stay current with industry regulations and products to provide clients with the most relevant advice, which can be demanding but rewarding as relationships deepen and client portfolios grow.
What cities in Michigan are hiring for Financial Advising jobs? Cities in Michigan with the most Financial Advising job openings:
Financial Advising jobs near you
Infographic showing various Financial Advising job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $89,020 per year, or $42.8 per hour.

Financial Advisor

SYM Financial Advisors

Midland, MI

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

Description:

Description

Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?


Who is SYM? 

SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a highly motivated Financial Advisor who can help us provide excellent financial planning and investment planning services to our clients. 

In this role, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals.  Developing and maintaining financial plans for high-net-worth individuals is both intellectually stimulating and personally rewarding.  A successful candidate will formulate, implement, and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight.  This position is designed to provide a career path leading to the role of Lead Advisor.


To learn more about our company, visit this link: SYM Financial. Who We Are. 


What does this role entail?

Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:

  • Managing client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives
  • Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development and estate planning
  • Serving as the primary point of contact for client relationships
  • Overseeing and monitoring individual investment portfolios while ensuring alignment with client goals and objectives
  • Consulting with attorneys, accountants and other advisors on financial, estate and tax planning
  • Leading client meetings and presenting the financial plans
  • Delivering educational presentations to clients and staff
  • Developing new client relationships via existing client referrals and local centers of influence
Requirements:

Requirements

What are we looking for? 

Must Haves:

  • You have a Bachelor’s Degree from an accredited college or university; CFP designation strongly preferred
  • You are proficient in Microsoft Office Suite, as well as financial planning and account management software 
  • You possess technical knowledge and experience in all aspects of financial planning which includes: financial planning; wealth management; qualified plan acumen and estate planning
  • You exhibit excellent listening, written and verbal communication skills with a professional demeanor and a client-first attitude
  • You have the ability to manage multiple projects and deadlines with a keen attention to detail
  • You are a team player, with strong coaching and leadership skills
  • You have the desire /ability to work successfully in a small company environment

What's in it for you? 

Pay / benefits are competitive based on industry standards.

  • Competitive pay based on experience plus incentive compensation  
  • Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance  
  • 401(k); 6% Match  
  • Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off 
  • Option for Pet Insurance / Fitness Match / Apparel Allowance  
  • Tuition / Certification Assistance Program  
  • A defined career framework to help you successfully manage your career goals

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