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Financial Professional Associate Jobs in Michigan

Associate Financial Advisor

Jackson, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are seeking an Associate Financial Advisor who shares our vision and values. The Financial ... Actively engage in available training/cross-training and educational and/or professional ...

Wealth Management Associate - MI, Troy (5047)

Troy, MI · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2 ...

Wealth Management Associate - MI, Troy (5227)

Troy, MI · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2 ...

Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. * Accepts and ...

Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. * Accepts and ...

Finance Associate

Norton Shores, MI · On-site

$24 - $30/hr

... professionals. Responsibilities * Process biweekly payroll for a multi-state workforce using ADP ... Maintain accurate financial records by posting payable transactions and verifying supporting ...

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Showing results 1-20

Financial Professional Associate information

See Michigan salary details

$38.8K

$76.3K

$118.1K

How much do financial professional associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial professional associate in Michigan is $76,264.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,900.00 and $104,600.00 per year, depending on experience, location, and employer.

What is a financial professional associate?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What are the key skills and qualifications needed to thrive as a financial professional associate?

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

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

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

What cities in Michigan are hiring for Financial Professional Associate jobs?

Cities in Michigan with the most Financial Professional Associate job openings:

Infographic showing various Financial Professional Associate job openings in Michigan as of June 2026, with employment types broken down into 76% Full Time, and 24% Part Time. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $76,264 per year, or $36.7 per hour.

Accelerated Path To Management

New York Life - Greater Detroit Office

Southfield, MI • On-site

$60K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 20 days ago


Job description

Description
Accelerated Path to Management Program
Ready to grow your leadership career with a Fortune 100 company backed by more than 180 years of strength and stability?
The New York Life Accelerated Path to Management Program is designed for ambitious professionals who want to pursue a leadership career through firsthand experience as a financial professional.*
You will begin by building your own practice, developing client relationships, and growing your business while receiving industry-leading training, mentorship, and development opportunities.
As you progress and meet specific program requirements,¹ you can transition into management and complete a comprehensive six-month leadership development program focused on recruiting, coaching, and team development.
Phase 1: Build Experience as a Financial Professional
In your first year, you'll gain hands-on experience as a financial professional-building client relationships, growing your business, and developing a strong foundation in financial services. We'll equip you with comprehensive training, digital tools, and access to a broad suite of products and solutions.
Training & Resources
You will receive industry-leading training designed to help you build the skills and knowledge needed to grow in the role. In addition to ongoing coaching and mentorship, you will have access to experienced professionals, proven best practices, and digital sales, prospecting, and marketing tools to help you attract and retain clients across web, social, and email channels.
Products & Solutions
Gain experience delivering a broad portfolio of insurance and financial solutions designed to help clients achieve their financial goals. Together with its subsidiaries, New York Life offers life insurance, annuities, long-term care insurance, disability income insurance, and investment products2 such as mutual funds.
Phase 2: Transition to Associate Partner
After meeting specific performance requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program2 focused on leadership, recruiting, and team development.
As an Associate Partner, you will learn how to recruit, coach, and develop a team of financial professionals while continuing to strengthen your leadership capabilities. Throughout your career with New York Life, opportunities for advancement into increasingly senior management roles will continue to grow.Compensation & Benefits
When you begin with New York Life as a financial professional,3 your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link:
https://www.newyorklife.com/careers/financial-professionals/income-and-benefits
If you meet the eligibility requirements and approvals to become an Associate Partner, you will receive a salary. The Associate Partner salary range is $60,000 - $150,000 (the minimum salary in California is $70,304.00, the minimum salary in Washington is $80,168.40, and the minimum salary in New York State is $62,353.20, except in New York City and Nassau, Suffolk, and Westchester counties, where the minimum salary is $66,300.00).
In addition to your base salary, you will be eligible for certain bonuses and other incentives based on the performance of agents* in your unit, including additional compensation related to the agents you recruit and develop ("R&Ds"). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses the Company does not otherwise reimburse.
You will also be eligible for medical, dental and vision benefits, life, long-term disability and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.4
Take the Next Step
If you're looking for a career where your work has real impact-and your growth is in your hands-supported by a company with a long history and a strong future, let's start a conversation.
About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
We're proud to be recognized by the following organizations:5
  • Fortune (2026): World's Most Admired Companies
  • Handshake (2026): Early Talent Award
  • Seramount (2025): 100 Best Companies for Workplace Programs

The results we've delivered for clients6 include:
  • 5 million policyowners protected
  • $1 billion in lifetime annuity income paid
  • $7.8 billion in living benefits awarded (dividends not guaranteed)
  • $1.2 trillion in life insurance protection in force 7
  • #1 largest mutual insurer in the U.S.8

*The terms "agent" and "financial professional" are used interchangeably and refer to someone who is in a sales role under an agent contract.
¹Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role depends on openings in the Associate Partner training schedule. Training cohorts open four times per year but are subject to change. Ask your New York Life recruiter for details.
²To offer securities products, such as mutual funds, you must be a properly licensed registered representative of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and the New York Life company. A Registered Representative may pursue becoming a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualifications and eligibility requirements include but are not limited to applicable FINRA general securities, state insurance and investment advisory licenses; compliance history; production standards; and required training. Requirements are subject to change.
3If you qualify for an Introductory (PTAS) Contract, you will preview an Agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time Agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time Agent, first-year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time Agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.
4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The company reserves the right to amend or terminate benefit plans at any time for any reason.
5A full list of awards is available at: https://www.newyorklife.com/newsroom/our-awards-and-recognition
6Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025.
7Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company's total surplus that is available, following each year's operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation.
8Based on revenue as reported by Fortune magazine June/July 2025.
(New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity)
New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply
SMRU 8965468 (Exp.4.30/2027)
Responsibilities
• Lead the development of your own financial practice, fostering strong client relationships and expanding your business.
• Utilize industry-leading training and digital tools to enhance your skills and effectively serve clients.
• Deliver a comprehensive suite of insurance and financial solutions to help clients achieve their financial goals.
• Participate actively in a six-month leadership development program focused on recruiting, coaching, and team development.
• Recruit, coach, and develop a team of financial professionals, strengthening your leadership capabilities.
• Collaborate with experienced professionals to implement proven best practices in financial services.
• Engage in continuous learning and mentorship to stay ahead in the industry and grow your expertise further.
Qualifications
We are seeking motivated professionals who want to make a lasting impact and grow into leadership roles. Ideal candidates may have:
• Sales or management experience in another industry
• Experience running a business or leading a team
• An MBA or other equivalent degree
• Strong relationship-building and communication skills
• A business mindset and leadership potential
If you're looking for a career with long-term growth, professional development, and a clear path to leadership, the Accelerated Path to Management Program may be the right fit for you.