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Financial Associate Jobs in Jackson, MI (NOW HIRING)

We are seeking an Associate Financial Advisor who shares our vision and values. The Financial Advisor fosters and deepens client relationships throughout the financial review process. The ideal ...

Deli Associate

Marshall, MI · On-site

$14 - $16.75/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

Deli Associate

Marshall, MI · On-site

$14 - $16.75/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

Retail Associate

Albion, MI · On-site

$13.75 - $16/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... Cashier Guest Assistant Produce Associate Deli Associate Meat Associate Barista Pharmacy Technician ...

Retail Associate

Marshall, MI

$14.75 - $16.75/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... Cashier Guest Assistant Produce Associate Deli Associate Meat Associate Barista Pharmacy Technician ...

Retail Associate

Eaton Rapids, MI

$14.25 - $16.50/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... Cashier Guest Assistant Produce Associate Deli Associate Meat Associate Barista Pharmacy Technician ...

Retail Associate

Albion, MI · On-site

$13.75 - $16/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... Cashier Guest Assistant Produce Associate Deli Associate Meat Associate Barista Pharmacy Technician ...

Retail Associate

Eaton Rapids, MI · On-site

$14.25 - $16.50/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... Cashier Guest Assistant Produce Associate Deli Associate Meat Associate Barista Pharmacy Technician ...

Retail Associate

Marshall, MI · On-site

$14.75 - $16.75/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... Cashier Guest Assistant Produce Associate Deli Associate Meat Associate Barista Pharmacy Technician ...

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

Service Associate

Albion, MI · On-site

$14.25 - $19/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The associate is required to stand and walk for extended periods of time and may bend, stoop, twist ...

Produce Associate

Albion, MI · On-site

$14 - $17.50/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The associate is required to stand and walk for extended periods of time and may bend, stoop, twist ...

Produce Associate

Albion, MI

$14 - $17.50/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The associate is required to stand and walk for extended periods of time and may bend, stoop, twist ...

Service Associate

Albion, MI · On-site

$14.25 - $19/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The associate is required to stand and walk for extended periods of time and may bend, stoop, twist ...

Service Associate

Albion, MI · On-site

$14.75 - $19.75/hr

Ensure that the shift contributes to the financial best interests of the store. Complete all other ... The associate is required to stand and walk for extended periods of time and may bend, stoop, twist ...

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Showing results 1-20

Financial Associate information

See Jackson, MI salary details

$27.3K

$63.1K

$123.7K

How much do financial associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial associate in Jackson, MI is $63,081.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,800.00 and $69,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Jackson, MI?

The most popular types of Financial jobs in Jackson, MI are:

What job categories do people searching Financial Associate jobs in Jackson, MI look for?

The top searched job categories for Financial Associate jobs in Jackson, MI are:

What cities near Jackson, MI are hiring for Financial Associate jobs?

Cities near Jackson, MI with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Jackson, MI as of August 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $63,081 per year, or $30.3 per hour.

Associate Financial Advisor

Raymond James Financial, Inc.

Jackson, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago


Job description

Job Description Summary
At Paramount Wealth Management, we believe life is too short to not live inspired. We are a client-focused team who are dedicated to serving others. We are seeking an Associate Financial Advisor who shares our vision and values. The Financial Advisor fosters and deepens client relationships throughout the financial review process. The ideal candidate is competent, service-oriented, coachable, and has a positive attitude!
Ready to live inspired? Apply below to take the next step.
Job Description
Essential Duties and Responsibilities
  • Manage and deepen client relationships with effective communication and personalized attention in every interaction
  • Support the firm's growth
  • Enter trades, orders, and rebalances as requested
  • Schedule, attend, and facilitate client meetings
  • Create and maintain records and files utilizing CRM software
  • Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
  • Manage and deepen client relationships with effective, proactive communication and personalized attention in every interaction
  • Open new client accounts, process money movement, and research information as needed
  • Support the firm's growth
  • Manage referrals effectively
  • Prepare financial reports, spreadsheets, and other materials for client meetings
  • Prepare financial reports, spreadsheets, and other materials for client meetings
  • Create and maintain records and files utilizing Client Relationship Management (CRM) software
  • Participate in marketing efforts including seminars and other client-facing events
  • Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures

Knowledge, Skills, and Abilities
Knowledge of
  • Company's working structure, policies, mission, and strategies
  • Company's working structure, policies, mission, and strategies
  • Managed account platforms
  • General office practices, procedures, and methods
  • General office practices, procedures, and methods
  • Investment concepts, practices, and procedures used in the securities industry
  • Financial markets, products and industry regulations
  • Investment concepts, practices, and procedures used in the securities industry
  • Financial markets, products, and industry regulations
  • Trading terminology
  • Financial planning software

Skill in
  • Client Relationship Management (CRM) software
  • Microsoft Office Suite
  • Effective communication (in-person, virtual, phone, and mail)

Ability to
  • Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Handle stressful situations and provide a high level of client attention in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a cohesive team
  • Demonstrate competence, dependability, and responsibility

Licenses/Certifications
  • SIE
  • Series 7
  • Series 63, 65 and/or 66 as required by state

Experience
  • 1+ years of experience in the financial services industry strongly preferred, particularly in a relationship management role

Benefits: Medical, Retirement + Match, PTO
Travel: Not Required
Paramount Wealth Management and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James
Education
Bachelor's (Required)
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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