ZipRecruiter

Log In

1

Financial Planning Assistant Jobs in Rochester, MI

DataAnnotation

FP&A Manager - AI Trainer

Detroit, MI · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Warren, MI · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

Masco Corporation

Financial Analyst

Livonia, MI · On-site

$56K - $89K/yr

The FP&A function enhances standardized tools and processes for insightful financial and ... . * Assist in analytical support for enterprise initiatives, supporting corporate planning ...

Continental Services

Senior Financial Analyst

Sterling Heights, MI · On-site

$80K - $99K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Senior Financial Analyst will play a key role in supporting FP&A and Operations through ... plans. * Assist in budget process, forecasting, and accruals for our clients. * Develops and ...

DataAnnotation

Financial Planner - AI Trainer

Warren, MI · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

Aledade PBC

Senior Financial Analyst, Remote

Novi, MI · Remote

$87K - $109K/yr

... * Assist in identifying and implementing additional ways to utilize NSPB (financial planning and budgeting tool), as well as using AI to create more efficiency. * Partner in the annual budget ...

Aledade PBC

Senior Financial Analyst, Remote

Novi, MI · On-site +1

$80K - $99K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... * Assist in identifying and implementing additional ways to utilize NSPB (financial planning and budgeting tool), as well as using AI to create more efficiency. * Partner in the annual budget ...

Stellantis

Mopar Finance Specialist

Auburn Hills, MI · On-site

Providing a variance analysis of income statement data * Assist in resolving process/system issues ... Position in FP&A, Sales and Marketing Finance, Other Finance Consolidation position Basic ...

ThyssenKrupp

Assistant

Southfield, MI · On-site

$90K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Direct and coordinate divisional financial planning and budget management functions. * Recommend benchmarks for measuring the financial and operating performance of divisions and sites. * Monitor and ...

Sequoia Financial Group Llc

Wealth Advisor

Troy, MI · On-site

Proactively maintain client relationships through excellent client service. * Assist or lead in the collection of financial planning data, while working with the Wealth Planning Department (WPD) to ...

Vitale Wealth Management

Financial Advisor

Metamora, MI · On-site

$70K/yr

  • Medical

  • Retirement

  • PTO

Financial Planning: Prepare comprehensive financial plans, analyzing data and developing ... Business Growth: Assist in growing the firm's client base through outreach efforts and company ...

Oakgov

Executive Financial Coordinator

Waterford, MI · On-site

Evaluate credit market conditions and assist in financing strategies, debt management, and other ... Work directly with executive leadership on high-impact financial planning and organizational ...

Deloitte

Oracle Finance Senior Consultant

Detroit, MI

$115K/yr

Today's CFOs and financial leaders face increasing demands to enhance business performance, drive ... planning. * Assist with current-state and future-state process design, including scenario ...

Jars Cannabis

Assistant Controller

Troy, MI · On-site

$90K - $110K/yr

... financial planning and analysis.Responsibilities · Financial Management: · Assist in preparing ... accurate and timely financial statements, including income statements, balance sheets, and cash ...

previous pagenext page

Showing results 21-40

All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Rochester, MI

Financial Planning Assistant information

See Rochester, MI salary details

$32.7K

$55.8K

$96.2K

How much do financial planning assistant jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial planning assistant in Rochester, MI is $55,795.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $63,000.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

What are popular job titles related to Financial Planning Assistant jobs in Rochester, MI?

For Financial Planning Assistant jobs in Rochester, MI, the most frequently searched job titles are:

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

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

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

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

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant 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 $55,795 per year, or $26.8 per hour.

FP&A Manager - AI Trainer

DataAnnotation

Sterling Heights, MI • Remote

$50 - $100/hr

Contractor

Re-posted 4 days ago

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

#finance

Working at DataAnnotation

Perks for workers

  • Work From Anywhere

  • Set Your Own Hours

  • Competitive Pay

  • Learn Valuable AI Skills

  • No Meetings. No Commute.

  • Work on Your Schedule

  • Make a Real-World Impact

What to expect from working at DataAnnotation

From DataAnnotation