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Financial Associate Jobs in Novi, MI (NOW HIRING)

Wayne Health

Financial Advocate

Detroit, MI · On-site

Cost Estimation and Financial Counseling: Provide pre-treatment cost estimates and explain ... Associate or Bachelor's degree in a related field preferred. * Experience in third-party billing ...

Wayne Health

Financial Advocate

Detroit, MI · On-site

Cost Estimation and Financial Counseling: Provide pre-treatment cost estimates and explain ... Associate or Bachelor's degree in a related field preferred. * Experience in third-party billing ...

Ra

Financial Manager

Detroit, MI

... associate), private sector preferred Dealing with open issues and creating remediation plans ... Financial, Sarbanes Oxley Act, SOX, AUDIT, Auditing, Risk, Controls, ITIL, IT control, Project ...

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Financial Associate information

See Novi, MI salary details

$28.6K

$66K

$129.5K

How much do financial associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for financial associate in Novi, MI is $66,021.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $72,200.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

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 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 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 are the most commonly searched types of Financial jobs in Novi, MI? The most popular types of Financial jobs in Novi, MI are:
What are popular job titles related to Financial Associate jobs in Novi, MI? For Financial Associate jobs in Novi, MI, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Novi, MI look for? The top searched job categories for Financial Associate jobs in Novi, MI are:
What cities near Novi, MI are hiring for Financial Associate jobs? Cities near Novi, MI with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Novi, MI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $66,021 per year, or $31.7 per hour.

Member Experience Associate - Packard

Lake Trust Credit Union

Ann Arbor, MI • On-site

Other

Medical, Retirement

Re-posted 18 days ago

Lake Trust Credit Union rating

9.1

Company rating: 9.1 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Member Experience Associate - Packard Ann Arbor

This position is located in Ann Arbor, MI. More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us.

Benefits Include:

  • Financial wellbeing services
  • 401(K) matching with up to 5% match
  • Reduced health insurance
  • Employee wellbeing services
  • DE&I initiatives
  • Work-life balance
Job Summary

The Member Experience Associate is passionate about delivering the best Member Experience to our members! This team member will uncover needs, inspire possibilities, and deliver solutions to advance our members' financial success. This person must be adaptable with a strong sense of teamwork. They will cross-sell products and services, open all deposit accounts, including specialty and business accounts to help our members meet their financial goals. This position will build and deepen member relationships by providing the Best Member Experience. Member Experience Associates will be expected to support onstage operations and help to reach and exceed Lake Trust goals.

What You'll Do
  • Proactively greet and interact with members as they enter the Credit Union. Through active listening and asking open ended, highly impactful questions you will uncover member needs to best assist them in meeting those needs.
  • Be a financial coach to our members! Look for opportunities to maximize member loyalty, building and deepening the member's relationship by assessing member's total financial picture and offering solutions to advance their financial success.
  • Coach and mentor peers by working collaboratively and promoting teamwork in order to achieve Lake Trust goals.
  • Demonstrate positive behaviors that promote high morale, cooperation and enthusiasm.
  • Educate members on consumer loans and credit card products. Originate, process, and close on consumer loans. Advise on opportunities to advance members' financial well-being by looking for cross-sale opportunities and acting as a financial coach to members.
What You'll Bring

High School Diploma/GED is required. Minimum of 1-2 years job-related experience demonstrating success in building member/customer relationships by successfully cross selling products within a financial institution or retail environment. Must be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.

What You'll Get:

We know that pay and benefits are important. And, we've really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you'll enjoy: Working with an energetic team focused on making our members wildly successful An opportunity to work with others that have your back every step of the way Opportunities to make a difference both inside and outside of our walls Being treated like you are more than the work you do

What Lake Trust Credit Union employees say

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