ZipRecruiter

Log In

1

Financial Planning Assistant Jobs in Rochester Hills, MI

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

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 ...

Gentherm

FP&A Analyst

Novi, MI · On-site

FP&A Analyst The FP&A Analyst role provides broad exposure across Corporate FP&A, supporting ... enterprise. Assist in the preparation of monthly financial reporting, including key metrics ...

Venteon

FP&A Analyst

Auburn Hills, MI · On-site

3 plus years of Financial Planning & Analysis experience Venteon Finance is currently seeking an ... Report creation through Hyperion/Excel/PowerPoint. * Assist with Actual month end, Forecast, as ...

RevSpring, Inc.

Financial Analyst

Livonia, MI · On-site

This role supports financial planning, forecasting, reporting, and business performance analysis ... efficiency. * Assist in preparing monthly, quarterly, and ad hoc financial reports and ...

RevSpring Inc

Financial Analyst

Livonia, MI

This role supports financial planning, forecasting, reporting, and business performance analysis ... efficiency. * Assist in preparing monthly, quarterly, and ad hoc financial reports and ...

next page

Showing results 1-20

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

Financial Planning Assistant information

See Rochester Hills, MI salary details

$32.7K

$55.8K

$96.2K

How much do financial planning assistant jobs pay per year?

As of Aug 30, 2026, the average yearly pay for financial planning assistant in Rochester Hills, 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 the most commonly searched types of Financial Planning jobs in Rochester Hills, MI?

The most popular types of Financial Planning jobs in Rochester Hills, MI are:

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

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

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

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

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

Cities near Rochester Hills, 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 Hills, MI as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $55,795 per year, or $26.8 per hour.

Financial Planning Assistant

Southfield, MI • On-site

Hantz Group
Finance and Insurance • 201 - 500 employees
Learn more about Hantz Groupexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach.
As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Financial Planning Assistants can grow within the practice, obtain their licenses to grow their career or become a Financial Advisor.
Essential Job Functions:
  • Assist in booking appointments for advisors
  • Prepare declaration page quote sheet for meetings
  • Market for property/casualty insurance service opportunities
  • Assist advisors with client services
  • Coordinate business and meetings with advisors, tax team and estate planners
  • Market to companies for business opportunities
  • Comply with All Industry Rules and Regulations
  • All other tasks assigned
Education/Knowledge & Skills:
  • High School Diploma/GED
  • Strong oral and written communication skills
  • Strong organizational skills
  • Basic database skills
  • Proficient in Microsoft Office
  • Must be Able to Obtain Required Licenses*
Benefits:
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
    • Eligibility Requirements Vary
  • Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis.

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

Apply