ZipRecruiter

Log In

1

Financial Planning Associate Jobs in Michigan (NOW HIRING)

Gentherm

Financial Analyst, FP&A

Novi, MI

Financial Planning Analyst Impact and Opportunity The FP&A Analyst will play an integral role in ... In order to best service our customers, internal and external, all associates must be able to ...

Gentherm

Financial Analyst, FP&A

Novi, MI · On-site

Financial Planning Analyst Impact and Opportunity The FP&A Analyst will play an integral role in ... In order to best service our customers, internal and external, all associates must be able to ...

Ohio Health

Vice President, FP&A JOB SUMMARY The Vice President, FP&A serves as the senior leader responsible ... OhioHealth does not discriminate against associates or applicants because of race, color, genetic ...

next page

Showing results 1-20

All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Michigan

Financial Planning Associate information

See Michigan salary details

$12

$27

$59

How much do financial planning associate jobs pay per hour?

As of Jun 15, 2026, the average hourly pay for financial planning associate in Michigan is $27.86, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $29.95 per hour, depending on experience, location, and employer.

What does an associate financial planner do?

An associate financial planner supports senior planners by gathering client financial information, preparing financial plans, and conducting research on investment options. They often use financial planning software and may assist with client meetings, gaining experience for certification such as the CFP credential.

What are the key skills and qualifications needed to thrive as a Financial Planning Associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What is a financial planning associate?

A financial planning associate is a professional who supports financial planners or advisors by gathering client information, preparing financial plans, and conducting research. They often use financial software and may need certifications like the CFP to advance in the field. The role typically involves strong analytical skills and knowledge of investment strategies and financial products.

What does a Financial Planning Associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a Financial Planning Associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

Is a CFP better than a CPA?

A Financial Planning Associate typically works with financial planning and may hold certifications like the CFP (Certified Financial Planner), which focuses on comprehensive financial advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing. The better credential depends on the specific job responsibilities and client needs; CFPs are more client-focused on financial planning, while CPAs are more accounting and tax-oriented.

Can financial advisors make $500,000 a year?

Financial Planning Associates typically earn salaries that vary based on experience, location, and client base. While some top-performing financial advisors can earn $500,000 or more annually through commissions, bonuses, and fees, this level of income is generally achieved after several years of experience and building a substantial client portfolio. High earnings often depend on strong sales skills, certifications like the CFP, and a robust network.
What are the most commonly searched types of Financial Planning jobs in Michigan? The most popular types of Financial Planning jobs in Michigan are:
What are popular job titles related to Financial Planning Associate jobs in Michigan? For Financial Planning Associate jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Michigan look for? The top searched job categories for Financial Planning Associate jobs in Michigan are:
What cities in Michigan are hiring for Financial Planning Associate jobs? Cities in Michigan with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Supervisor, Merchandise Financial Planning

Supervisor, Merchandise Financial Planning

SpartanNash

Byron Center, MI

Full-time

Posted 14 days ago

SpartanNash rating

5.8

Company rating: 5.8 out of 10

Based on 312 frontline employees who took The Breakroom Quiz

424th of 714 rated retailers

Job description

As a member of the C&S Wholesale Grocers family of companies, SpartanNash is a food solutions company that delivers the ingredients for a better life. A distributor, wholesaler and retailer with a global supply chain network, SpartanNash distributes grocery and household goods, including fresh produce and the Our Family portfolio of products, to locations in all 50 states.

Our braggingly happy team members - ranging from bakery managers to order selectors; from IT developers to vice presidents of finance; from HR Business Partners to export specialists - create braggingly happy customers spanning national accounts, independent and chain grocers, e-commerce retailers, U.S. military commissaries and exchanges, and the Company's own brick-and-mortar grocery stores, pharmacies and fuel centers.

Ready to contribute to the success of our food solutions company? Apply now!

Location:

850 76th Street S.W. - Byron Center, Michigan 49315

The Merchandise Financial Planning Supervisor supports retail category financial performance by combining hands-on merchandise planning responsibilities with day-to-day leadership of Merchandise Financial Planners. This is a working supervisor role focused on execution, coaching, and consistency across retail category plans.

Reporting to the Senior Manager of Merchandise Planning, the Supervisor partners closely with planning leadership to ensure forecasts, analyses, and category plans are accurate, timely, and aligned with established strategies and targets.

Here's what you'll do:

  • Retail Financial Planning & Execution

  • Build and manage retail sales, margin, and inventory plans (by bucket and by week) for assigned categories.
  • Maintain weekly and monthly retail forecasts by season, month, and week.
  • Support long-range, pre-season, and in-season forecasting activities.
  • Develop and maintain seasonal ladder plans, including clearance forecasting and inventory risk assessment.
  • Provide financial analysis and recommendations to support promotional, pricing, and assortment decisions.
  • Monitor category performance and highlight risks and opportunities.

  • Supervisory Leadership

  • Provide day-to-day guidance and oversight to a team of Merchandise Financial Planners.
  • Ensure work is completed accurately, on time, and in alignment with planning standards.
  • Coach planners on forecasting methods, financial acumen, and best practices.
  • Assist with onboarding and training of new planners.
  • Provide ongoing feedback and development support in partnership with planning leadership.

  • Partnership with Senior Manager, Merchandise Planning

  • Report to the Senior Manager of Merchandise Planning and operate in close alignment with planning leadership priorities.
  • Execute category plans and team deliverables in accordance with direction and expectations set by the Senior Manager.
  • Provide regular updates on category performance, forecast accuracy, and execution status.
  • Surface risks, challenges, and opportunities to planning leadership with data-supported insights.
  • Participate in planning initiatives and process improvements led by the Senior Manager.

  • Communication & Collaboration

  • Lead or support weekly category-level forecast and business review meetings.
  • Communicate financial trends, issues, and recommendations clearly to partners.
  • Collaborate closely with Merchandising and cross-functional teams to support execution.

  • Process & Planning Discipline

  • Reinforce adherence to the merchandise planning calendar, tools, and processes.
  • Ensure consistency and accuracy across planner forecasts and reporting.
  • Identify opportunities to improve efficiency, accuracy, and workflow at the execution level.

Here's what you'll need:

  • Bachelor's degree in business administration, finance, merchandising, or related field (or equivalent experience).
  • 3-6 years of experience in retail financial planning, merchandising, category management, or related roles.
  • Experience mentoring or leading others in a team-based environment.
  • Strong analytical skills and understanding of retail financial drivers.
  • Clear and effective verbal and written communication skills.
  • Ability to work collaboratively across functions.
  • Proficiency in Excel, Word, and PowerPoint; experience with planning systems preferred.

As part of our People First culture, SpartanNash is proud to offer a robust and competitive Total Rewards benefits package.

SpartanNash is an Equal Opportunity Employer that invests in Associate development, recognizes and celebrates success, fosters two-way communication, and promotes a sense of belonging. We are committed to providing equal employment opportunities to all individuals, including those with disabilities and Veterans.

We are not able to sponsor work visas for this position.

What SpartanNash employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply