ZipRecruiter

Log In

1

Financial Professional Associate Jobs in Michigan

Venteon

Associate/Sr. Associate

Detroit, MI · On-site

In this role the associate will be working with many of the nation s largest corporations ... Our client seeks interested Accounting and Finance Professionals Certified Public Accountants ...

ICONMA

Finance Support Associate

Grand Rapids, MI · On-site

Finance Support Associate Our client, a healthcare company, is looking for a Finance Support ... Provides charge entry support for client Medical Group/client Hospital Group (Professional)

Sysco

Finance Associate

Detroit, MI

... Finance Associate is responsible for general duties in support of the OpCo (operating company ... We offer our colleagues the opportunity to grow personally and professionally, to contribute to the ...

Sysco Corporation

Finance Associate

Canton, MI · On-site

... Finance Associate is responsible for general duties in support of the OpCo (operating company ... We offer our colleagues the opportunity to grow personally and professionally, to contribute to the ...

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.
Wealth Management Associate - Retirement Benefits Group MI, Troy (5092)

Wealth Management Associate - Retirement Benefits Group MI, Troy (5092)

Equitable

Troy, MI • On-site, Remote

Other

Medical, Dental, Vision, Life, Retirement

Posted 21 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

  • Client Engagement: Cultivate and expand your network within established markets
  • Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
  • Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
  • Work-Life Balance:  Flexible schedule to maximize productivity and personal time
  • Location: Working outside the office in local schools and municipalities

Skills & Experience

  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development

  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program  

Compensation & Benefits

  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus. 
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.  

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V.  GE-7814452.1(4/25)(Exp.4/29)

What Equitable employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Equitable logo

About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

View All Equitable Jobs

Apply