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Financial Associate Jobs in Lansing, MI (NOW HIRING)

Memorial Healthcare

Financial Counselor

Owosso, MI · On-site

$17 - $22.25/hr

Performs a Financial assessment on self-pay patients according to established guidelines via ... Associates Degree preferred. EXPERIENCE * Documented excellence in customer service. * Professional ...

MPHI

Financial Analyst

Okemos, MI · On-site

$59K - $69K/yr

Financial Analyst Salary Information: $59,212 - $69,574 Taking New Applications Through: 9/8/2026 Work Location: Remote - In-Office Meetings Required. Must work and live in the state of Michigan.

Hantz Group

Tax Associate

Okemos, MI · On-site

$53K - $70K/yr

Tax Associate 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 ...

Hantz Group

Tax Associate

Okemos, MI · On-site

$53K - $71K/yr

Tax Associate 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 ...

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Financial Associate information

See Lansing, MI salary details

$30.9K

$71.4K

$140K

How much do financial associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for financial associate in Lansing, MI is $71,375.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,700.00 and $78,100.00 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 Lansing, MI?

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

What are popular job titles related to Financial Associate jobs in Lansing, MI?

For Financial Associate jobs in Lansing, MI, the most frequently searched job titles are:

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Lansing, MI as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $71,375 per year, or $34.3 per hour.

Wealth Management Associate

Lansing, MI • On-site

Waggoner Financial
See more jobs at Waggoner Financialexternal

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 21 days ago

Job description

  • Manage and grow a mixed book of business, including both inherited and self-sourced client relationships.
  • Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
  • Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
  • Manage client account paperwork, onboarding, and ongoing service requests.
  • Maintain CRM and portfolio management systems with accurate client information.

Requirements
  • Bachelor's degree in Finance, Economics, Accounting, or a related field.
  • 1-3 years of experience in financial services, wealth management, or a related field preferred; strong candidates without direct experience will be considered.
  • Progress toward or willingness to pursue CFP® certification.
  • Proficiency in Microsoft Excel and Word; comfort learning planning and portfolio management software.
  • Strong written and verbal communication skills.
  • Preferred (Not Required)
    • CFP® certification or active progress toward it.
    • SIE, Series 7 & 66, certification or active progress toward it.

Benefits
  • Comprehensive health, dental, life, and short and long term disability insurance.
  • 401(k) with company match.
  • Generous paid time off.
  • Full support for CFP® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66.
  • Direct mentorship from senior advisors, with a clear path to expanded client responsibility.
  • Competitive base salary plus performance based incentive compensation.
  • A small, collaborative firm environment with direct access to leadership and a real seat at the table.

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