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Financial Planner Jobs in Michigan (NOW HIRING)

Hantz Group

Financial Planning Assistant

Bay City, MI · On-site

Financial Planning Assistant 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 ...

Hantz Group

Financial Planning Assistant

Tecumseh, MI · On-site

Financial Planning Assistant 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 ...

Hantz Group

Financial Planning Assistant

Bay City, MI · On-site

Financial Planning Assistant 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 ...

Hantz Group

Financial Planning Assistant

Davison, MI · On-site

Financial Planning Assistant 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 ...

Venteon

Financial Planning Analyst

Auburn Hills, MI · On-site

3 plus years of Financial Planning & Analysis experience Venteon Finance is currently seeking an FP&A Analyst for a leading manufacturing company located in the metro Detroit area. The ideal ...

Hantz Group

Financial Planning Assistant

Saginaw, MI · On-site

Financial Planning Assistant 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 ...

Hantz Group

Financial Planning Assistant

Davison, MI · On-site

Financial Planning Assistant 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 ...

Hantz Group

Financial Planning Assistant

Midland, MI · On-site

Financial Planning Assistant 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 ...

Hantz Group

Financial Planning Assistant

Midland, MI · On-site

Financial Planning Assistant 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 ...

Oxford Financial GRP

Wealth Planner

Grand Rapids, MI · On-site

Chief Wealth Planning Officer FLSA Status: Exempt POSITION SUMMARY The Wealth Planner prepares ... Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools

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Financial Planner information

See Michigan salary details

$44K

$84.3K

$121.6K

How much do financial planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial planner in Michigan is $84,267.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,200.00 and $88,900.00 per year, depending on experience, location, and employer.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.
More about Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Michigan?

The most popular types of Financial Planner jobs in Michigan are:

What are popular job titles related to Financial Planner jobs in Michigan?

For Financial Planner jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Financial Planner jobs in Michigan look for?

The top searched job categories for Financial Planner jobs in Michigan are:

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Cities in Michigan with the most Financial Planner job openings:

What are popular job titles related to Financial Planner jobs in MI?

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

Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Michigan as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, 3% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $84,267 per year, or $40.5 per hour.

Insurance & Financial Representative

Riverfront Insurance & Financial Group

Port Huron, MI • On-site

$100K/yr (+ commission)

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 13 days ago

Job description

We are seeking an eager, strategic, and definitive financial representative to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!


Benefits Include:

  • Flexible schedule with a strong work-life balance.

  • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.

  • Training allowance and performance-based incentives.

  • Company-sponsored professional development opportunities.

  • Sponsorship for required licenses and continuous training.

Compensation:

$70,000 - $100,000 yearly commission


Responsibilities:
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs.

  • Offer solutions in insurance, asset accumulation, and retirement planning.

  • Work within a hybrid model, attending in-person meetings and training sessions as required.

  • Maintain compliance with industry regulations and licensing requirements.


Qualifications:
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Self-motivated, coachable, and driven to succeed.
  • Strong interpersonal and communication skills.
  • Competitive mindset with a history of leadership or achievement.
  • No prior experience in finance is required—comprehensive training is provided.
  • Must be authorized to work in the US.

About Company

Riverfront Insurance & Financial Group is based in downtown Port Huron, proudly serving individuals, families, and businesses across Michigan. Built on trust, experience, and a genuine commitment to helping others, our team focuses on protecting what matters most while helping clients plan confidently for the future. We believe in taking the time to understand each person's unique goals and providing guidance that is clear, honest, and personalized. We're committed to being there when clients need us most while also fostering a team-oriented environment where hard work is balanced with connection, collaboration, and celebrating wins.