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Financial Processing Associate Jobs in Detroit, MI

KeyBank

Financial Wellness Associate

Detroit, MI · On-site

Location: 1900 E 8 Mile Rd - Detroit, Michigan 48234 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time

Keybank

Financial Wellness Associate

Detroit, MI · On-site

$19.23 - $28.37/hr

Location: 1900 E 8 Mile Rd - Detroit, Michigan 48234 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time

KeyBank

Financial Wellness Associate

Ypsilanti, MI · On-site

Location: 1442 E Michigan Avenue - Ypsilanti, Michigan 48197 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their

Keybank

Financial Wellness Associate

Ypsilanti, MI · On-site

$19.23 - $28.37/hr

Location: 1442 E Michigan Avenue - Ypsilanti, Michigan 48197 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their

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

Financial Processing Associate information

See Detroit, MI salary details

$13

$31

$67

How much do financial processing associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for financial processing 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 are the key skills and qualifications needed to thrive as a Financial Processing Associate, and why are they important?

To thrive as a Financial Processing Associate, you need strong numerical accuracy, attention to detail, and a foundational understanding of accounting or finance, often supported by a relevant degree or experience. Familiarity with financial software such as QuickBooks, SAP, or Oracle, and proficiency in spreadsheets are typically required. Excellent organizational skills, communication, and the ability to manage deadlines set top performers apart. These skills and qualities ensure precise transaction processing, minimize errors, and support smooth financial operations in any organization.

What are some common challenges Financial Processing Associates face, and how can they be addressed?

Financial Processing Associates often work with large volumes of transactions and must ensure accuracy under tight deadlines. A common challenge is staying organized and minimizing errors during data entry and reconciliation. This can be addressed by developing strong attention to detail, using checklists, and leveraging software tools to automate repetitive tasks. Additionally, clear communication with team members and other departments helps resolve discrepancies quickly and maintain smooth workflow.

What is the difference between Financial Processing Associate vs Accounts Payable Clerk?

AspectFinancial Processing AssociateAccounts Payable Clerk
Primary ResponsibilitiesProcessing financial transactions, data entry, verifying paymentsManaging vendor invoices, processing payments, reconciling accounts
Required SkillsAttention to detail, basic accounting, data managementInvoice processing, accounting software proficiency, attention to detail
Work EnvironmentFinance departments, corporate officesFinance or accounting departments, corporate offices
Common CertificationsNone required or basic bookkeeping certificationsNone required, often familiarity with accounting software

While both roles involve handling financial data, a Financial Processing Associate focuses on processing a variety of financial transactions and data verification, whereas an Accounts Payable Clerk specializes in managing vendor invoices and payments. Both positions require attention to detail and familiarity with accounting processes, but their specific duties differ within the finance department.

What are Financial Processing Associates?

Financial Processing Associates are professionals responsible for handling and processing financial transactions within an organization. Their duties typically include data entry of financial records, verifying the accuracy of invoices and payments, and ensuring compliance with company policies and accounting standards. They often work closely with accounting and finance teams to maintain accurate financial records and support audits or financial reporting. Attention to detail and strong organizational skills are essential for success in this role.
What are popular job titles related to Financial Processing Associate jobs in Detroit, MI? For Financial Processing Associate jobs in Detroit, MI, the most frequently searched job titles are:
What job categories do people searching Financial Processing Associate jobs in Detroit, MI look for? The top searched job categories for Financial Processing Associate jobs in Detroit, MI are:
Financial Processing Associate jobs near you
Financial Associate

Financial Associate

Financial Architects, Inc.

Farmington Hills, MI • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

At Financial Architects, Inc. (FAI) and FAI Advisors, Inc., we are dedicated to our mission of *Helping People Live a Life of Freedom* by *Simplifying the Complexity of Money Decisions.* Our culture is grounded in these core values:

  • Strive for Improvement Every Day
  • Think Beyond Limits
  • Serve Others First

We are looking for an experienced Financial Associate who is eager to grow their planning expertise, contribute to client success, and develop along a professional path toward becoming a future Lead Advisor. Similar industry roles are Financial Assistant.

Position Overview:

The Financial Associate plays a vital role in delivering our Financial Architecture process. Working closely with Lead Advisors and Client Relationship Coordinators, this role helps ensure the successful design, implementation, and ongoing management of client financial plans. Sales and business prospecting are not required.  The focus is on technical planning support and collaborative execution alongside the advisory team.

This is an excellent opportunity for a developing professional who has a strong foundation in financial planning and is motivated to expand their skills, gain direct client exposure, and grow into increased responsibility.

Core Responsibilities:

  • Lead the preparation, updating, and refinement of comprehensive financial plans, ensuring recommendations align with client goals and the firm’s Financial Architecture framework. 
  • Independently prepare planning analyses and scenario modeling across investments, retirement, insurance, tax, and estate planning, identifying planning trade-offs and considerations for advisor review. 
  • Support Lead Advisors in discovery, modeling, and strategy meetings by leading meeting preparation, client data validation, and creation of client-ready deliverables. 
  • Present select portions of financial plans, investment reviews, or tax analyses in client meetings as experience and confidence develop. 
  • Assist with investment-related analysis, including portfolio alignment reviews, rebalancing support, and coordination of cash flow sourcing across accounts. 
  • Collaborate closely with Lead Advisors and Client Relationship Coordinators to deliver seamless client service, maintaining accurate and current records in CRM and planning systems. 
  • Pursue ongoing professional development, including CFP® coursework or advanced licensing, and contribute to continuous improvement of planning processes and client service delivery. 

Knowledge, Skills, and Experience:

  • Bachelor’s degree in finance, business, economics, or equivalent experience.
  • 2–5 years of financial planning or paraplanning experience, ideally in an RIA or fiduciary advisory environment.
  • Working knowledge of portfolio management principles and tax-efficient investing concepts, including asset location, tax-loss harvesting, and coordination across account types.  Ideally licensed with Series 65.
  • Knowledge of financial planning concepts including retirement, cash flow planning, insurance, investments, and tax basics.
  • Ability to prepare clear, client-ready materials related to investment and tax planning, with increasing independence over time. 
  • Demonstrated ability to manage planning responsibilities with minimal oversight, exercising sound judgment while knowing when to escalate or collaborate. 
  • Comfort working within a structured planning process while contributing insights and recommendations that improve plan quality and client outcomes. 
  • Desire to continue developing technical expertise and advisory judgment through mentorship, feedback, and progressively more complex planning cases. 
  • Progress toward the CFP® designation or similar certifications strongly preferred (CFP® candidates encouraged).
  • Proficiency with Microsoft Office tools and planning software (RightCapital, eMoney, Nitrogen, or equivalent).
  • Strong organizational skills, attention to detail, and ability to manage multiple tasks.
  • Effective communicator - Able to explain concepts clearly to clients and team members.

Opportunity for Growth:

  • Gradually increase direct participation in client meetings, including presenting portions of financial plans, investment reviews, and tax analyses as experience and confidence grow. 
  • Develop professional judgment by integrating cash flow, investment, and tax considerations to support long-term client decision-making and relationships. 
  • Earn expanded ownership of planning work over time, including greater responsibility for plan preparation, analysis, and coordination across the advisory team. 
  • Grow into a trusted planning partner for Lead Advisors, contributing proactively to meeting preparation, client discussions, and ongoing plan refinement.