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Financial Associate Jobs in Rochester Hills, MI (NOW HIRING)

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 ...

Sysco

Finance Associate

Detroit, MI · On-site

Factors that may be used to determine rate of pay include specific skills, work location, work experience and other individualized factors JOB SUMMARY The Finance Associate is responsible for general ...

Aampower

Financial Analyst

Detroit, MI · Hybrid

Job Posting Title Financial Analyst Summary As a Financial Analyst with Dauch, you will support the ... Dauch will not discriminate against any Associate or applicant for employment because of age, race ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Rochester Hills, MI

Financial Associate information

See Rochester Hills, MI salary details

$28.1K

$64.8K

$127K

How much do financial associate jobs pay per year?

As of Aug 5, 2026, the average yearly pay for financial associate in Rochester Hills, 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 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 Rochester Hills, MI? The most popular types of Financial jobs in Rochester Hills, MI are:
What job categories do people searching Financial Associate jobs in Rochester Hills, MI look for? The top searched job categories for Financial Associate jobs in Rochester Hills, MI are:
What cities near Rochester Hills, MI are hiring for Financial Associate jobs? Cities near Rochester Hills, MI with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Rochester Hills, MI as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $64,773 per year, or $31.1 per hour.

Financial Associate

Financial Architects, Inc.

Farmington Hills, MI • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Job description

At Financial Architects, Inc. (FAI) and FAI Advisors, Inc., we are dedicated to our mission of *Helping People Live a Life of Freedom* by *Simplifying the Complexity of Money Decisions.* Our culture is grounded in these core values:

  • Strive for Improvement Every Day
  • Think Beyond Limits
  • Serve Others First

We are looking for an experienced Financial Associate who is eager to grow their planning expertise, contribute to client success, and develop along a professional path toward becoming a future Lead Advisor. Similar industry roles are Financial Assistant.

Position Overview:

The Financial Associate plays a vital role in delivering our Financial Architecture process. Working closely with Lead Advisors and Client Relationship Coordinators, this role helps ensure the successful design, implementation, and ongoing management of client financial plans. Sales and business prospecting are not required.  The focus is on technical planning support and collaborative execution alongside the advisory team.

This is an excellent opportunity for a developing professional who has a strong foundation in financial planning and is motivated to expand their skills, gain direct client exposure, and grow into increased responsibility.

Core Responsibilities:

  • Lead the preparation, updating, and refinement of comprehensive financial plans, ensuring recommendations align with client goals and the firm’s Financial Architecture framework. 
  • Independently prepare planning analyses and scenario modeling across investments, retirement, insurance, tax, and estate planning, identifying planning trade-offs and considerations for advisor review. 
  • Support Lead Advisors in discovery, modeling, and strategy meetings by leading meeting preparation, client data validation, and creation of client-ready deliverables. 
  • Present select portions of financial plans, investment reviews, or tax analyses in client meetings as experience and confidence develop. 
  • Assist with investment-related analysis, including portfolio alignment reviews, rebalancing support, and coordination of cash flow sourcing across accounts. 
  • Collaborate closely with Lead Advisors and Client Relationship Coordinators to deliver seamless client service, maintaining accurate and current records in CRM and planning systems. 
  • Pursue ongoing professional development, including CFP® coursework or advanced licensing, and contribute to continuous improvement of planning processes and client service delivery. 

Knowledge, Skills, and Experience:

  • Bachelor’s degree in finance, business, economics, or equivalent experience.
  • 2–5 years of financial planning or paraplanning experience, ideally in an RIA or fiduciary advisory environment.
  • Working knowledge of portfolio management principles and tax-efficient investing concepts, including asset location, tax-loss harvesting, and coordination across account types.  Ideally licensed with Series 65.
  • Knowledge of financial planning concepts including retirement, cash flow planning, insurance, investments, and tax basics.
  • Ability to prepare clear, client-ready materials related to investment and tax planning, with increasing independence over time. 
  • Demonstrated ability to manage planning responsibilities with minimal oversight, exercising sound judgment while knowing when to escalate or collaborate. 
  • Comfort working within a structured planning process while contributing insights and recommendations that improve plan quality and client outcomes. 
  • Desire to continue developing technical expertise and advisory judgment through mentorship, feedback, and progressively more complex planning cases. 
  • Progress toward the CFP® designation or similar certifications strongly preferred (CFP® candidates encouraged).
  • Proficiency with Microsoft Office tools and planning software (RightCapital, eMoney, Nitrogen, or equivalent).
  • Strong organizational skills, attention to detail, and ability to manage multiple tasks.
  • Effective communicator - Able to explain concepts clearly to clients and team members.

Opportunity for Growth:

  • Gradually increase direct participation in client meetings, including presenting portions of financial plans, investment reviews, and tax analyses as experience and confidence grow. 
  • Develop professional judgment by integrating cash flow, investment, and tax considerations to support long-term client decision-making and relationships. 
  • Earn expanded ownership of planning work over time, including greater responsibility for plan preparation, analysis, and coordination across the advisory team. 
  • Grow into a trusted planning partner for Lead Advisors, contributing proactively to meeting preparation, client discussions, and ongoing plan refinement.