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Financial Advisor 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 · 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 ...

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 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 ...

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 ...

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 ...

Northwestern Mutual

Financial Advisor

Grand Rapids, MI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Portage, MI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinancial Advisor JobsFinancial Advisor Jobs in Michigan

Financial Advisor information

See Michigan salary details

$31.4K

$89K

$125.5K

How much do financial advisor jobs pay per year?

As of Aug 5, 2026, the average yearly pay for financial advisor 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.

How do financial advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.

What does a financial advisor do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

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 analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

Do financial advisors make good money?

Financial advisors typically earn a combination of salary and commissions, with median annual incomes around $89,000, though earnings can vary widely based on experience, client base, and location. Successful advisors who build a strong client portfolio and obtain certifications like the CFP often have higher earning potential. Compensation may also include bonuses and incentives based on performance.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

What is the work for a financial advisor?

A financial advisor helps clients manage their finances by providing investment advice, financial planning, and risk management strategies. They analyze clients' financial situations, recommend suitable products, and often hold certifications such as CFP or CFA. The role typically involves meeting with clients, researching financial markets, and using financial planning tools to achieve clients' financial goals.

Is a financial advisor worth it as a job?

A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a high earning potential, especially for those with strong interpersonal skills and financial knowledge, but it also involves client management and ongoing education. Its worth depends on personal interest in finance and the ability to build a client base.
More about Financial Advisor jobs
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 jobs in Michigan? For Financial Advisor jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Financial Advisor jobs in Michigan look for? The top searched job categories for Financial Advisor jobs in Michigan are:
What cities in Michigan are hiring for Financial Advisor jobs? Cities in Michigan with the most Financial Advisor job openings:
What are popular job titles related to Financial Advisor jobs in MI? For Financial Advisor jobs in MI, the most frequently searched job titles are:
Financial Advisor jobs near you
Infographic showing various Financial Advisor job openings in Michigan as of July 2026, with employment types broken down into 86% Full Time, 11% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% 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 6 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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