ZipRecruiter

Log In

1

Financial Planning Associate Jobs in Detroit, MI

Gentherm

FP&A Analyst

Novi, MI · On-site

FP&A Analyst The FP&A Analyst role provides broad exposure across Corporate FP&A, supporting ... In order to best serve our customers, internal and external, all associates must be able to ...

GENTHERM GmbH

FP&A Analyst

Novi, MI · On-site

$70 - $90/hr

FP&A Analyst The FP&A Analyst role provides broad exposure across Corporate FP&A, supporting ... In order to best serve our customers, internal and external, all associates must be able to ...

Gentherm

FP&A Analyst

Novi, MI · On-site

FP&A Analyst The FP&A Analyst role provides broad exposure across Corporate FP&A, supporting ... In order to best serve our customers, internal and external, all associates must be able to ...

next page

Showing results 1-20

All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Detroit, MI

Financial Planning Associate information

See Detroit, MI salary details

$13

$31

$67

How much do financial planning associate jobs pay per hour?

As of Aug 28, 2026, the average hourly pay for financial planning associate in Detroit, MI is $31.64, according to ZipRecruiter salary data. Most workers in this role earn between $20.48 and $34.04 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 Detroit, MI?

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

What are popular job titles related to Financial Planning Associate jobs in Detroit, MI?

For Financial Planning Associate jobs in Detroit, MI, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Detroit, MI look for?

The top searched job categories for Financial Planning Associate jobs in Detroit, MI are:

What cities near Detroit, MI are hiring for Financial Planning Associate jobs?

Cities near Detroit, MI with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Detroit, MI as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $60,830 per year, or $29.2 per hour.

Associate Financial Planner | Wealth Management

Farmington Hills, MI • On-site

Financial Architects, Inc.
Finance and Insurance • 11 - 50 employees
Learn more about Financial Architects, Inc.external

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

You Know Financial Planning. Now You’re Ready to Grow Your Role.

You’ve built financial plans. You’ve participated in client meetings. You understand investments, retirement planning, cash flow, and the many moving pieces of a client’s financial life.

Now you’re looking for an opportunity to deepen that experience while working closely with experienced advisors, contributing to planning strategy, gaining more direct client exposure, and continuing to grow professionally.


Financial Architects is looking for an experienced Associate Financial Planner to join our Financial Designer career track. You’ll work alongside Lead Advisors as part of an ensemble wealth management team, providing high-level planning support while gradually taking on greater planning and client-facing responsibility as your experience and confidence grow.


You’ll also have an opportunity to help shape how we work—contributing ideas as we continue building our ensemble processes, planning workflows, technology, and firmwide planning standards.

We are specifically looking for someone with hands-on personal financial planning experience in a RIA, wealth management firm, or similar advisory environment.


What You’ll Do

  • Prepare, analyze, and refine comprehensive financial plans in collaboration with Lead Advisors across retirement, cash flow, investments, taxes, insurance/protection, and estate planning.
  • Identify planning opportunities, evaluate scenarios and trade-offs, and help translate analysis into clear, client-ready recommendations.
  • Review client investment accounts and support portfolio analysis, allocation reviews, rebalancing, distributions, and cash-flow needs.
  • Prepare for and participate in client meetings, with opportunities to present portions of financial plans, investment reviews, and recommendations as your role develops.
  • Work closely with Lead Advisors and Client Relationship Coordinators to support implementation and follow-through.


What We’re Looking For

  • 3–5 years of hands-on personal financial planning or wealth management experience, preferably within an RIA or fiduciary advisory environment.
  • Experience personally preparing and refining comprehensive financial plans for individuals and families.
  • Meaningful participation in client financial planning meetings; presentation experience is strongly preferred.
  • Working investment knowledge, including portfolio allocation, account reviews, rebalancing, distributions, and retirement-income needs.
  • Knowledge across retirement, cash flow, investments, tax considerations, insurance/protection, and estate planning.
  • Experience with financial planning technology. RightCapital, Holistiplan, or Nitrogen experience is especially valuable; eMoney, MoneyGuidePro, and similar platforms are also relevant.
  • Confidence learning and using new technology.
  • Series 65 registration preferred.
  • CFP® certification is ideal; candidates actively pursuing CFP® certification are also encouraged to apply.

A finance-related degree is helpful, but it does not replace relevant hands-on planning experience.


A Career Path That Can Grow With You

At Financial Architects, we call this role a Financial Designer because the work goes beyond preparing a financial plan.

As you develop, opportunities can include more complex planning, investment analysis, client presentations, technical leadership, and mentoring.

Some Financial Designers may ultimately pursue a Lead Advisor path. Others may choose to continue developing as highly skilled planning professionals.

There is more than one way to build a meaningful career here.


Work Environment

This is primarily an in-person position in Farmington Hills, Michigan.

We value collaboration and learning while also believing in a healthy, sustainable work-life balance. We work with employees to establish schedules that support both individual and business needs. Once fully established, remote-work flexibility may be considered based on individual and business circumstances.


Ready for Your Next Step?

If you already have a strong foundation in personal financial planning and want to deepen your technical skills, increase your client exposure, work closely with experienced advisors, and help build how a growing RIA delivers great financial planning, we’d like to meet you.

Company Description

Financial Architects has been helping individuals and families make better financial decisions for more than 40 years.
We’re a growing, independent wealth management firm where employees aren't just a number. You’ll work directly with experienced advisors, have opportunities to contribute ideas, and be part of a team that values individual development alongside firm growth.
Our ensemble approach means you won't be expected to carry the client relationship alone. Advisors, Financial Designers, and Client Relationship Coordinators work together to provide a coordinated client experience.
Our core values guide how we work:
• Strive for Improvement Every Day
• Think Beyond Limits
• Serve Others First