ZipRecruiter

Log In

1

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

LPL Financial

Associate Financial Advisor

Shelby, MI · On-site

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 ...

Financial Architects, Inc.

Be Seen First

Associate Financial Planner | Wealth Management

Farmington Hills, MI · On-site

$80K - $100K/yr

Financial Architects is looking for an experienced Associate Financial Planner to join our Financial Designer career track. You'll work alongside Lead Advisors as part of an ensemble wealth ...

Financial Architects, Inc.

Be Seen First

Associate Financial Planner | Wealth Management

Farmington Hills, MI · On-site

$80K - $100K/yr

Financial Architects is looking for an experienced Associate Financial Planner to join our Financial Designer career track. You'll work alongside Lead Advisors as part of an ensemble wealth ...

Pwc

Oracle Cloud Finance - Senior Associate

Detroit, MI · On-site

$77K - $202K/yr

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

next page

Showing results 1-20

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 26, 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 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 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 August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $64,773 per year, or $31.1 per hour.

Associate Financial Advisor

LPL Financial

Shelby, MI • On-site

Full-time

Re-posted 17 days ago

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

129th of 151 rated financial services

Job description

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 opportunity located at Shelby State Bank in Shelby, MI would allow you to join Shelby State Bank as an Associate Financial Advisor working with LPL Financial. Under this model Associate Financial Advisors are not employees of LPL Financial.

The Investment Program at Shelby State Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Shelby State Bank for financial solutions. This position will offer:

  • The opportunity to partner with a top advisor working a portion of their book of business
  • The ability to build a strong client base with the credit union's exceptional referral system
  • The opportunity to find new clients via the credit union's member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union's reputation and community standing
  • The opportunity to become a financial advisor in the future

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with Shelby State Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Shelby State Bank.

Tracking # 1-05026674


Pay Range:40,000-60,000


Pay Range:40,000-60000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

What LPL Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply