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Financial Advisor Analyst Jobs in Rochester Hills, MI

Hantz Group

Financial Advisor

Southfield, MI · On-site

Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and ... Cash Flow Analysis * Debt Strategies * Estate Planning * Property and Casualty Insurance The ...

Hantz Group

Financial Advisor

Davison, MI · On-site

Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and ... Cash Flow Analysis * Debt Strategies * Estate Planning * Property and Casualty Insurance The ...

Hantz Group

Financial Advisor

Romeo, MI · On-site

Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and ... Cash Flow Analysis * Debt Strategies * Estate Planning * Property and Casualty Insurance The ...

Hantz Group

Financial Advisor

Davison, MI · On-site

Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and ... Cash Flow Analysis * Debt Strategies * Estate Planning * Property and Casualty Insurance The ...

Hantz Group

Financial Advisor

Southfield, MI · On-site

Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and ... Cash Flow Analysis * Debt Strategies * Estate Planning * Property and Casualty Insurance The ...

Vitale Wealth Management

Financial Advisor

Metamora, MI · On-site

$70K/yr (+ commission)

Prepare comprehensive financial plans, analyzing data and developing projections to meet client objectives * Client Relations: Conduct client and prospective client meetings to provide guidance ...

Plantemoran

2027 Financial Advisor Intern

Southfield, MI · On-site

$16.25 - $21.25/hr

... advisor to individuals, and families, providing full comprehensive financial solutions in the areas ... Detail-oriented leader with strong analytical skills. * Must be able to communicate effectively ...

New

Plantemoran

2027 Financial Advisor Intern

Southfield, MI · On-site

$16.25 - $21.25/hr

... advisor to individuals, and families, providing full comprehensive financial solutions in the areas ... Detail-oriented leader with strong analytical skills. * Must be able to communicate effectively ...

New

Raymond James Financial, Inc.

Client Service Associate

Novi, MI · On-site

$13.50 - $18.75/hr

Assists Financial Advisors with marketing efforts including seminars and other client-facing events ... Analyze and research account information. * Organize, manage, and track multiple, detailed tasks ...

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All JobsFinancial Advisor Analyst JobsFinancial Advisor Analyst Jobs in Rochester Hills, MI

Financial Advisor Analyst information

See Rochester Hills, MI salary details

$35.4K

$81.1K

$108.6K

How much do financial advisor analyst jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial advisor analyst in Rochester Hills, MI is $81,102.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,400.00 and $101,700.00 per year, depending on experience, location, and employer.

What is a financial advisor analyst?

A Financial Advisor Analyst is a professional who supports financial advisors by conducting research, analyzing financial data, and preparing reports to help clients make informed investment decisions. They often assist in creating financial plans, assessing portfolios, and tracking market trends. This role typically serves as an entry point in the financial advisory field, offering hands-on experience with financial strategies and client interactions. Financial Advisor Analysts work in banks, investment firms, or private advisory practices and play a crucial role in ensuring clients' financial goals are met.

What are the key skills and qualifications needed to thrive as a financial advisor analyst?

To thrive as a Financial Advisor Analyst, you need strong analytical abilities, financial modeling skills, and a solid understanding of investment principles, typically backed by a degree in finance, economics, or a related field. Familiarity with financial software such as Excel, Bloomberg Terminal, and portfolio management systems, as well as certifications like CFA or CFP, is highly valued. Excellent communication, problem-solving, and interpersonal skills help in building client trust and working effectively in teams. These skills and qualities are essential for providing accurate financial advice, supporting informed investment decisions, and fostering long-term client relationships.

What are some common challenges financial advisor analysts face when managing client portfolios, and how can these be addressed?

Financial Advisor Analysts often encounter challenges such as keeping up with rapidly changing market conditions, managing diverse client expectations, and ensuring compliance with financial regulations. To address these, analysts must stay well-informed through ongoing research and professional development, utilize advanced portfolio management tools, and communicate proactively with clients to set realistic goals and update them on performance. Collaborating closely with senior advisors and compliance teams also helps to maintain high standards and deliver tailored solutions.

What is the difference between Financial Advisor Analyst vs Financial Planner?

AspectFinancial Advisor AnalystFinancial Planner
CredentialsCFP, CFA, or similar certifications often preferredCFP certification highly recommended
Work EnvironmentFinancial firms, investment banks, or advisory firmsIndependent practice, financial advisory firms, or banks
Primary FocusAnalyzing investments, supporting advisors, and portfolio managementCreating comprehensive financial plans for clients
Employer & Industry UsageCommonly employed in finance and investment sectorsWidely used in personal finance and wealth management

Financial Advisor Analysts primarily support investment decisions and portfolio analysis within financial firms, while Financial Planners focus on developing personalized financial strategies for clients. Both roles often require similar certifications and work in related environments, but their core responsibilities differ—analysis versus planning.

What are popular job titles related to Financial Advisor Analyst jobs in Rochester Hills, MI?

For Financial Advisor Analyst jobs in Rochester Hills, MI, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Analyst jobs in Rochester Hills, MI look for?

The top searched job categories for Financial Advisor Analyst jobs in Rochester Hills, MI are:

What cities near Rochester Hills, MI are hiring for Financial Advisor Analyst jobs?

Cities near Rochester Hills, MI with the most Financial Advisor Analyst job openings:

Financial Advisor Analyst jobs near you
Infographic showing various Financial Advisor Analyst job openings in Rochester Hills, MI as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $81,102 per year, or $39 per hour.

Financial Advisor

Hantz Group

Southfield, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

Financial Advisor
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
Areas of Focus:
  • Asset Management
  • Financial Planning and Retirement
  • Insurance
  • Tax Strategy and Planning
  • Cash Flow Analysis
  • Debt Strategies
  • Estate Planning
  • Property and Casualty Insurance

The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach.
Whether you are just starting your career or an experienced advisor, Hantz Group offers ongoing support for you to build your practice. As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients.
Essential Job Functions:
  • Develop and Maintain Client Base
  • Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies
  • Market and Sell Appropriate Investment Products
  • Prepare and Deliver Presentations to Clients and Prospective Clients
  • Attend Meetings and Continuing Education Sessions
  • Comply with All Industry Rules and Regulations
  • All Other Task Assigned

Education/Knowledge & Skills:
  • Bachelor's Degree or Equivalent Experience
  • Strong Written and Verbal Communication Skills
  • Must be Highly Motivated
  • Ability to Work Well Under Pressure with Multiple Priorities and Deadlines
  • Possess Leadership Qualities and an Entrepreneurial Spirit
  • Must Have a Strong Work Ethic
  • Must be Able to Obtain Required Licenses*

Benefits:
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
    • Eligibility Requirements Vary

*Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis.
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one location. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

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