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Financial Advisor Development Program Jobs in Michigan

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

... plan development and estate planning * Serving as the primary point of contact for client ... Tuition / Certification Assistance Program * A defined career framework to help you successfully ...

Northwestern Mutual

Financial Advisor

Troy, MI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Troy, MI · On-site

$61K - $250K/yr

Our award-winning training programs equip you with the education, skill-building, and development ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Northwestern Mutual

Financial Advisor

Troy, MI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Grand Rapids, MI · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Troy, MI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Portage, MI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Troy, MI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

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Showing results 1-20

All JobsFinancial Advisor Development Program JobsFinancial Advisor Development Program Jobs in Michigan

Financial Advisor Development Program information

See Michigan salary details

$31.4K

$89K

$125.5K

How much do financial advisor development program jobs pay per year?

As of Jun 22, 2026, the average yearly pay for financial advisor development program 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 are the key skills and qualifications needed to thrive in a Financial Advisor Development Program, and why are they important?

To thrive in a Financial Advisor Development Program, you generally need a bachelor's degree in finance, economics, or a related field, strong analytical abilities, and foundational knowledge of investment principles. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and obtaining licenses such as the Series 7 and 66 are typically required. Exceptional interpersonal skills, active listening, and resilience make candidates stand out when building client relationships and navigating challenges. These skills and qualifications are crucial for effectively guiding clients, complying with industry regulations, and achieving long-term success in financial advisory roles.

What Is a Financial Advisor Development Program?

A financial advisor development program (FADP) prepares new employees for a career in financial planning. These professional development programs, operated by financial planning firms and companies, provide training to recent graduates and those new to the industry who want to work as financial planners. In these programs, you learn how to provide investment planning and wealth management services to clients through hands-on experience in advising and client relations and mentorships with experienced Certified Financial Planners (CFPs). FADP participants usually perform entry-level or administrative duties in different departments or areas within a company while training to get a fuller understanding of the roles of various team members who contribute to the company.

What is a Financial Advisor Development Program?

A Financial Advisor Development Program is a structured training initiative offered by financial institutions to prepare individuals for careers as financial advisors. Participants typically receive a combination of classroom instruction, mentorship, and hands-on experience in areas such as investment strategies, financial planning, and client relationship management. These programs are designed to help aspiring advisors develop the knowledge, skills, and certifications required to succeed in the financial services industry. Completion of the program often leads to placement as a full-time financial advisor within the organization.

What is the difference between Financial Advisor Development Program vs Financial Planner?

AspectFinancial Advisor Development ProgramFinancial Planner
CredentialsEntry-level certifications, such as Series 7, Series 66, or CFP prepTypically holds CFP certification or similar credentials
Work EnvironmentTraining programs within financial firms, focusing on client acquisition and salesIndependent or firm-based, providing comprehensive financial planning services
Employer & Industry UsageUsed by financial firms to train new advisorsUsed by financial planning firms and independent practitioners
Search & Comparison IntentUnderstanding entry pathways into financial advisingSeeking detailed financial planning services or career info

The Financial Advisor Development Program is a training pathway for aspiring financial advisors, focusing on skill development and firm-specific training. In contrast, a Financial Planner is a professional who provides comprehensive financial planning services, often with advanced certifications. The program prepares individuals for a career in financial advising, while Financial Planners typically serve clients directly with tailored financial strategies.

What can I expect from the mentorship and training structure in a Financial Advisor Development Program?

Most Financial Advisor Development Programs offer a blend of classroom learning, online modules, and hands-on experience under the guidance of seasoned advisors. You’ll typically be paired with a mentor who provides ongoing feedback, helps you build client relationships, and supports you through licensing exams. This collaborative environment not only accelerates your learning curve but also helps you develop essential skills in client communication, portfolio management, and compliance. Regular check-ins and performance reviews are common, ensuring you stay on track to achieve both short-term milestones and long-term career goals.
More about Financial Advisor Development Program jobs
What are popular job titles related to Financial Advisor Development Program jobs in Michigan? For Financial Advisor Development Program jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Development Program jobs in Michigan look for? The top searched job categories for Financial Advisor Development Program jobs in Michigan are:
What cities in Michigan are hiring for Financial Advisor Development Program jobs? Cities in Michigan with the most Financial Advisor Development Program job openings:
Financial Advisor Development Program jobs near you
Infographic showing various Financial Advisor Development Program job openings in Michigan as of June 2026, with employment types broken down into 96% Full Time, and 4% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $89,020 per year, or $42.8 per hour.
Financial Advisor

Financial Advisor

SYM Financial Advisors

Midland, MI • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 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