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Financial Planning Associate Jobs in Michigan (NOW HIRING)

Alteryx

Senior Financial Analyst, GTM

Three Rivers, MI · Remote

$103K - $134K/yr

You will be responsible for optimizing revenue forecasting, managing headcount planning, and ... Alteryx has amazing benefits for all Associates which can be viewed here. For roles in San ...

Penske

Senior Financial Analyst

Dearborn, MI

$78K - $97K/yr

With operations in North America, South America, Europe and Asia, Penske and its associates help ... financial planning, analysis, or modeling - Strong data analytics and mining skills required ...

Penske

Senior Financial Analyst

Dearborn, MI · On-site

$78K - $98K/yr

With operations in North America, South America, Europe and Asia, Penske and its associates help ... financial planning, analysis, or modeling - Strong data analytics and mining skills required ...

Penske

Senior Financial Analyst

Dearborn, MI

$75K - $102K/yr

Our excellent benefits plan keeps associates and their families happy, healthy, and secure. To ... financial planning, analysis, or modeling - Strong data analytics and mining skills required ...

Penske

Senior Financial Analyst

Dearborn, MI · On-site

$75K - $102K/yr

Our excellent benefits plan keeps associates and their families happy, healthy, and secure. To ... financial planning, analysis, or modeling - Strong data analytics and mining skills required ...

Penske

Senior Financial Analyst

Dearborn, MI · On-site

$75K - $102K/yr

Our excellent benefits plan keeps associates and their families happy, healthy, and secure. To ... financial planning, analysis, or modeling - Strong data analytics and mining skills required ...

Penske

Senior Financial Analyst

Dearborn, MI · On-site

$78K - $98K/yr

... financial planning, analysis, or modeling - Strong data analytics and mining skills required ... The associate is frequently required to use hands to touch, handle, and feel, and to reach with ...

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Financial Planning Associate information

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How much do financial planning associate jobs pay per hour?

As of Aug 8, 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 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 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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.
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
Infographic showing various Financial Planning Associate job openings in Michigan as of August 2026, with employment types broken down into 81% Full Time, 14% Part Time, and 5% Contract. Highlights an 86% In-person, and 14% Hybrid job distribution, with an average salary of $57,945 per year, or $27.9 per hour.

Wealth Associate - Vice President | MOOSHI Wealth Planning & Management

Kestra Financial Independent Advisor

Novi, MI

Full-time

Re-posted yesterday

Job description

The Wealth Associate position is a client service position who reports to the Wealth Advisor and is critical to leveraging Advisors' time. This position provides excellent client service and problem-solving skills to confidently provide information to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities
  • Manage client needs regarding service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
  • Deepen client relationships and establish credibility and rapport both in-person and via phone, identifying potential benefits and services to enhance client's financial relationships.
  • Has regular contact with clients regarding accounts, and servicing; can clearly articulate potentially complex processes and/or concepts to clients
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.
  • Maintain Redtail CRM database; Manage Client and Prospective Client Work Flow and coordinate follow-up with Advisors
  • Maintain a compliant filing and scanning system with Laser Fiche
  • Answer incoming calls and direct/take messages appropriately and according to firm guidelines.
  • Maintain client information in CRM database (Redtail)
  • Data input for Financial Planning software system (Goals-Based Analysis and E-Money)
  • Other responsibilities as assigned by the Wealth Advisor and Director of Operations.
Knowledge, Skills, and/or Abilities:
  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing.
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.
  • Ability to build relationships with clients and internal partners.
Education and/or Experience:
  • The ideal candidate will have 2+ years of experience in administrative support in a professional environment.
  • High School Diploma or Associate's degree required; Bachelor's Degree preferred.
  • Previous experience in financial services a plus.
Compensation:
  • Compensation is determined by qualifications and experience.
  • Salary is generally reviewed annually or if responsibilities and/or job requirements change.  Salary increases are not guaranteed.
Certificates, Licenses, Registration:
  • Series 7 and 65/66 preferred (or willingness to obtain in the future).

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