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Financial Advisor Assistant Jobs in Michigan (NOW HIRING)

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

In this role, you will have the opportunity to build strong relationships with clients and assist ... Financial Advisors work closely in a team with a Financial Planner and a Client Service ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

In this role, you will have the opportunity to build strong relationships with clients and assist ... Financial Advisors work closely in a team with a Financial Planner and a Client Service ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Michigan

Financial Advisor Assistant information

See Michigan salary details

$24.8K

$47.3K

$79.3K

How much do financial advisor assistant jobs pay per year?

As of Jul 29, 2026, the average yearly pay for financial advisor assistant in Michigan is $47,280.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,700.00 and $54,900.00 per year, depending on experience, location, and employer.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

Is it hard to become a FA?

Becoming a financial advisor assistant typically requires strong communication skills, attention to detail, and some knowledge of financial products. Many positions prefer candidates with a bachelor's degree and relevant certifications or training, but the difficulty varies based on the employer and required experience. Gaining industry certifications like the Series 7 or Series 66 can improve job prospects and advancement opportunities.

How to become an assistant financial advisor?

To become an assistant financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant experience through internships and obtaining certifications such as the Series 7 or Series 66 license can improve job prospects; strong communication and organizational skills are also important. Some firms may require ongoing training or licensing to assist with client management and financial planning tasks.

What are the key skills and qualifications needed to thrive as a Financial Advisor Assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, and relevant certifications like the CFP or CFA, along with a focus on high-value financial planning and investment management.

What are the primary responsibilities of a Financial Advisor Assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

What are the most commonly searched types of Financial Advisor jobs in Michigan? The most popular types of Financial Advisor jobs in Michigan are:
What are popular job titles related to Financial Advisor Assistant jobs in Michigan? For Financial Advisor Assistant jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in Michigan look for? The top searched job categories for Financial Advisor Assistant jobs in Michigan are:
What cities in Michigan are hiring for Financial Advisor Assistant jobs? Cities in Michigan with the most Financial Advisor Assistant job openings:
What are popular job titles related to Financial Advisor Assistant jobs in MI? For Financial Advisor Assistant jobs in MI, the most frequently searched job titles are:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Michigan as of July 2026, with employment types broken down into 95% Full Time, and 5% Temporary. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $47,280 per year, or $22.7 per hour.
Financial Advisor

Financial Advisor

SYM Financial Advisors

Midland, MI

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 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

Apply