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Financial Planning Associate Jobs in Michigan (NOW HIRING)

E Tech Group

Senior Financial Analyst

Birmingham, MI · On-site

$81K - $101K/yr

... associates. You have: * Bachelor's degree in finance, accounting, economics, or a related field ... Experience with FP&A software preferred. * Strong analytical, problem-solving, and communication ...

E Tech Group

Senior Financial Analyst

Birmingham, MI

$81K - $101K/yr

... associates. You have: * Bachelor's degree in finance, accounting, economics, or a related field ... Experience with FP&A software preferred. * Strong analytical, problem-solving, and communication ...

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

$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

See Michigan salary details

$12

$27

$59

How much do financial planning associate jobs pay per hour?

As of Sep 3, 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 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.

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.

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.

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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $57,945 per year, or $27.9 per hour.

Client Services Associate

Financial Independence, LLC

Bloomfield Hills, MI • On-site

Other

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

About the job


Company Overview:

Are you a dedicated, detail-oriented professional looking to join a thriving financial practice? Financial Independence is growing, and we're searching for a Client Services Associate to provide proactive support to our top financial advisors while delivering top-notch customer service. If you have a background or interest in the financial services industry and a passion for excellence, we invite you to become part of our team. At Financial Independence, we take pride in our commitment to exceptional client service and fostering a friendly work environment.


Position Overview:

As a Client Services Associate, you will play a crucial role in ensuring the seamless operation of our financial practice. You will have the opportunity to interact with clients, manage records, support marketing efforts, and contribute to various administrative tasks. If you are highly organized, detail-oriented, and motivated to excel, this role offers an exciting opportunity to grow your career in the financial services industry.


Key Responsibilities:

• Client Engagement: Be the welcoming voice and face of Financial Independence, interacting with clients daily and assisting with their needs.

• Record Keeping: Create and maintain accurate client records and files, ensuring data integrity.

• Data Management: Input client information into financial planning software to support advisors.

• Marketing Support: Collaborate on marketing efforts, including seminars and classes, to expand our client base.

• Team Collaboration: Work with colleagues on special projects and tasks to promote efficiency and growth.

• Administrative Duties: Assist with miscellaneous administrative tasks as needed.


Qualifications:

• Preferred industry experience, ideally with a college degree.

• Exceptional organizational skills, attention to detail, and multitasking abilities.

• Highly motivated with strong communication and customer service skills.

• Willingness to learn and master computer programs for customer data management.

• Professional demeanor and a commitment to excellence.


Salary & Benefits:

We offer a competitive salary and an excellent benefits package, including:

• 401(k) matching

• Health Insurance

• Dental and Vision Coverage

• Health Savings Account (HSA)

• Paid Time Off


Join Financial Independence and embark on a rewarding career path in the financial services industry. If you're ready to contribute your skills and passion to a supportive team and help us deliver outstanding client service, apply today! Your journey to financial excellence begins here.

Apply