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Financial Associate Jobs in Rochester, MI (NOW HIRING)

E Tech Group

Senior Financial Analyst

Birmingham, MI · On-site

$81K - $101K/yr

Be an ambassador who embodies our Core Values, prioritizing the success of E Tech Group, our clients, and the professional development of our associates. You have: * Bachelor's degree in finance ...

E Tech Group

Senior Financial Analyst

Birmingham, MI · On-site

$81K - $101K/yr

Be an ambassador who embodies our Core Values, prioritizing the success of E Tech Group, our clients, and the professional development of our associates. You have: * Bachelor's degree in finance ...

E Tech Group

Senior Financial Analyst

Birmingham, MI

$81K - $101K/yr

Be an ambassador who embodies our Core Values, prioritizing the success of E Tech Group, our clients, and the professional development of our associates. You have: * Bachelor's degree in finance ...

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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All JobsFinancial Associate JobsFinancial Associate Jobs in Rochester, MI

Financial Associate information

See Rochester, MI salary details

$28.1K

$64.8K

$127K

How much do financial associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial associate in Rochester, MI is $64,773.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,000.00 and $70,900.00 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 Rochester, MI?

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

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Rochester, MI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $64,773 per year, or $31.1 per hour.

Compliance Associate

Financial Services of America

Troy, MI • On-site

Full-time

Medical, Retirement

Re-posted 18 days ago

Key responsibilities

  • Work with the compliance team to ensure internal processes are followed and regulatory documentation requirements are met.

  • Prepare, maintain, and update essential client and team documents and CRM systems.

  • Act as the point of contact for vendors, clients, and team members to resolve issues promptly.

Job description

Compliance Associate

Full Time

Troy – On-Site

Description

Join the Financial Services of America Team as a Compliance Associate!

Are you looking for a dynamic role where your organizational skills and leadership make a real impact? At Financial Services of America, we’ve been recognized as a Top Workplace for 13 consecutive years, thanks to our commitment to fostering a supportive and rewarding environment for our team members.

Why Work with Us?

Competitive Compensation: Enjoy a stable income with competitive base pay.

Health Care Coverage: Financial Services of America calls about your well-being; we offer group health care coverage to support your health and family needs.

401(k) Retirement Plan: Secure your future with our company-sponsored retirement savings plan.

Positive, Team-Oriented Culture: Join a collaborative environment that values your contributions and encourages personal and professional growth.

Direct Access to Leadership: Work closely with company leadership, ensuring guidance, mentorship, and clear communication of goals.

Daily Training and Development: Refine your skills with regular coaching and learning opportunities tailored to your role.

About the Role:

As a Compliance Associate, you’ll work with our compliance team to ensure internal processes are followed and regulatory documentation requirements are met.  This position combines leadership, organization, and client interaction to help maintain a positive and professional environment.

Your Key Responsibilities:

Manage office workflows, ensuring seamless operations and supporting team efficiency.

Prepare and maintain essential client and team documents, ensuring accuracy and confidentiality.

Maintain and update CRM systems, ensuring accurate client and operational records.

Act as the point of contact for vendors, clients, and team members to resolve issues promptly.

Support financial advisors by organizing internal documentation.

Collaborate with leadership to identify and implement process improvements.

Foster a welcoming, professional environment for both clients and team members.

What We’re Looking For:

Proven experience in financial services and compliance roles (preferred but not required).

Relevant certifications or licenses (Series 65/66) or a willingness to obtain them promptly.

Exceptional organizational and multitasking abilities with attention to detail.

Strong interpersonal and communication skills with a professional demeanor.

Proficiency in Microsoft Office Suite and CRM systems.

Self-motivated with the ability to lead and inspire a team.

A proactive approach to problem-solving and process improvement.

Our Core Values:

We are guided by principles that define our approach to client and team success:

World Class: Delivering extraordinary service and exceeding client expectations.

Dedicated: Supporting your goals, career, and family.

One Team, One Goal: Working together for the success of our clients and the company.

Driven: Committed to continuous improvement and initiative.

Great Attitude: Loving what you do and embracing growth and change.

Why This Role Matters:

As a Compliance Associate, you are the backbone of our compliance department, ensuring processes are followed to meet regulatory requirements. Your leadership and organizational skills will directly contribute to the success of our company and the satisfaction of our clients.

Ready to Lead and Inspire?

If you’re detail-oriented, team-focused, and eager to make a difference in a dynamic environment, apply today! Together, we’ll continue to build a legacy of excellence and help clients achieve their financial goals.