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Financial Planning Assistant Jobs in Rochester, MI

Jars Cannabis

Assistant Controller

Troy, MI · On-site

$90K - $110K/yr

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

Champion Homes

Senior Manager, Strategic Finance M&A

Troy, MI · Remote

$111K - $152K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This role will support financial planning, performance management, organic and inorganic strategic ... Assist in the preparation of presentations, recommendations, and analyses for executive leadership ...

Stellantis

Mopar Finance Specialist

Auburn Hills, MI

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

INTERGLOBAL HOMES

Administrative Assistant

Detroit, MI · On-site

$17.75 - $24/hr

  • Medical

  • Dental

  • Vision

  • Life

Seeking an Experienced Administrative Assistant support professional for a highly successful Real ... Financial Planning Life Insurance Disability Insurance Long-Term Care Insurance

First Merchant's Bank

Financial Advisor

Bloomfield, MI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... financial planning services. * Comply with all the rules, regulations and policies of the ... Respond timely to client and prospect requests. * Assist in the development of an annual sales plan.

FIRST MERCHANTS

Financial Advisor

Bloomfield Hills, MI

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... financial planning services. * Comply with all the rules, regulations and policies of the ... Respond timely to client and prospect requests. * Assist in the development of an annual sales plan.

Deloitte

OneStream Consultant

Detroit, MI

Experience supporting finance transformation, enterprise resource planning, or planning platform ... Use advanced analytical techniques to diagnose issues and develop actionable insights. * Assist ...

Masco Corporation

Senior Financial Reporting Analyst

Livonia, MI · On-site

$76K - $120K/yr

  • Medical

  • Retirement

  • PTO

You will work closely with Financial Planning and Analysis, Investor Relations, Tax, Legal, Benefits, and our Operations teams. While reporting to the Financial Reporting Manager, you will assist in ...

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Showing results 41-60

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

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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.

Assistant Controller

Jars Cannabis

Troy, MI • On-site

$90K - $110K/yr

Full-time

Re-posted 12 days ago

JARS Cannabis rating

7.0

Company rating: 7.0 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

7th of 33 rated cannabis dispensaries

Job description

Assistant Controller - Corporate - Troy, Michigan
Ready to elevate your career path to a new all-time high?
JARS Cannabis is more than just your average cannabis brand and retailer. We are a culturally inspired organization on a mission to rewrite the existing narratives that surround cannabis, one community at a time. We seek to empower the future leaders of our industry while creating an inclusive workplace environment that is fueled by celebrating the intersection of cannabis with creativity, community, and collaboration.
Implementing a progressive approach, we aim to provide only the highest quality of product and service to our customers and the communities that we are fortunate to inhabit. Striving to set a new standard of professional excellence in cannabis retail, our highly motivated team is comprised of knowledgeable experts who are committed to making the integration of cannabis into any lifestyle both easy and accessible.
Does this spark your interest? If so, we'd love to hear from you!
What we are looking for:
The Assistant Controller plays a critical role in managing the financial operations of an organization. They assist the Controller in maintaining financial integrity, ensuring accurate reporting, and managing accounting functions. The role involves overseeing daily accounting activities, preparing financial statements, ensuring compliance with regulations, and contributing to financial planning and analysis.
Responsibilities
• Financial Management:
• Assist in preparing accurate and timely financial statements, including income statements, balance sheets, and cash flow reports.
• Play a key role in the management of payroll accounting and related expense and liability accounts, ensuring accurate reporting and compliance.
• Manage and oversee general ledger activities, ensuring accuracy and compliance with accounting standards.
• Support budget preparation and variance analysis.
• Perform account reconciliations and ensure timely resolution of discrepancies.
• Ensure compliance with internal controls, company policies, and external regulations.
• Supervise accounting staff, including accounts payable/accounts receivable for Michigan and Colorado locations.
• Provide training, guidance, and performance feedback to the accounting team and training all new hires.
• Assist in developing and implementing process improvements for increased efficiency.
• Collaborate in the implementation and management of financial systems.
• Support the Controller in financial planning, forecasting, and strategy development.
• Identify opportunities for process optimizations.
• Provide explanation for variances in monthly reporting.
Qualifications
• Minimum of five years of progressive accounting experience with time spent in a leadership or management role.
• BA/BS in Accounting or Finance.
• Sage and Power BI experience is a plus.
• Experience with preparing consolidating financial statements in accordance with GAAP.
• Strong payroll accounting knowledge, including oversight of payroll expense recognition and payroll-related liability accounts (wages, tips, taxes, benefits, and withholdings), reconciliation during month-end close, and ensuring compliance with GAAP, internal controls, and regulatory requirements.
• Demonstrated knowledge of manufacturing accounting processes and procedures including prior work experience with standard costing methods.
• Experience with general ledger functions and the month-end / year end close process.
• Significant hands-on experience in Microsoft Excel.
• Team-oriented, deadline-driven individual with strong interpersonal, organization and communication skills.
JARS Cannabis is proud to be an Equal Opportunity Employer. JARS does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need

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