ZipRecruiter

Log In

1

Financial Professional Associate Jobs in Michigan

Henry Ford College, MI

Financial Aid Associate

Dearborn, MI · On-site

$21.60 - $26.15/hr

The Financial Aid Associate will provide excellent customer service in the Office of Financial Aid in a professional and timely manner by responding to questions from students and college staff via ...

CFS

Finance Associate

Grand Rapids, 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 ...

KeyBank

Financial Wellness Associate

Ypsilanti, MI · On-site

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 ...

Keybank

Financial Wellness Associate

Ypsilanti, MI · On-site

$19.23 - $28.37/hr

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 ...

next page

Showing results 1-20

All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Michigan

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 Jul 5, 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.

Can financial advisors make $500,000 a year?

Financial Professional Associates typically do not earn $500,000 annually, as this level of income is more common among experienced financial advisors with established client bases, high-value portfolios, and advanced certifications like the CFP or CFA. Most entry- and mid-level roles in finance have lower salary ranges, with higher earnings often tied to commissions, bonuses, and performance-based incentives. Achieving such a high income generally requires significant experience, a strong network, and a focus on high-net-worth clients.

Is it hard to become a FA?

Becoming a Financial Professional Associate typically requires completing relevant education, such as a degree in finance or related fields, and obtaining necessary licenses like the Series 7 and Series 66. The process involves passing exams, gaining experience, and developing skills in financial advising and client service, which can vary in difficulty depending on individual preparation and background.

What are the key skills and qualifications needed to thrive as a Financial Professional Associate, and why are they important?

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.

Is $200,000 enough to work with a financial professional associate?

A Financial Professional Associate typically works with clients to develop financial plans and manage investments; the amount of money a client has, such as $200,000, can influence the scope of services provided. While $200,000 is a substantial sum that can support various financial strategies, the adequacy depends on individual goals and the advisor's fee structure, which may include commissions or flat fees. Clients with this amount often seek comprehensive planning, including retirement, estate, and investment management, and should discuss fee arrangements with their advisor.

What are Financial Professional Associates?

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 does a financial associate do?

A financial professional associate supports financial advisors or firms by preparing client reports, analyzing financial data, and assisting with investment strategies. They often use financial software, maintain client records, and may pursue certifications like the Series 7 or Series 66 to enhance their expertise. The role typically involves a structured schedule and requires strong analytical and communication skills.

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 are popular job titles related to Financial Professional Associate jobs in Michigan? For Financial Professional Associate jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Financial Professional Associate jobs in Michigan look for? The top searched job categories for Financial Professional Associate jobs in Michigan are:
Financial Professional Associate jobs near you
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.

Financial Planning Associate

Davis Family Financial LLC

Grand Rapids, MI • On-site

$45K - $65K/yr

Part-time

Retirement

Posted 29 days ago

Job description

We are seeking a Financial Planning Associate to support senior advisors in delivering personalized financial plans and client service. This role is ideal for someone looking to build a long-term career in financial services.

Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

Apply