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Financial Professional Associate Jobs in Michigan

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 ...

KeyBank

Financial Wellness Associate - R-37420

Tecumseh, 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 ...

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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:

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.

Insurance & Financial Services Associate

American Senior Benefits

Midland, MI

$200K - $400K/yr

Full-time

Re-posted 6 days ago

Job description

Modern District Financial is one of the largest Insurance & Financial Services Firms in Michigan with Offices in Traverse City, Grand Rapids, and Midland. Our Award Winning Team is looking for a motivated individual who wants to be mentored in the Financial Services and Insurance World. With over 75 years of Leadership Experience in the Industry, we provide excellent training, and a proven track record of success. Simply, Modern District Financial trains the best Insurance & Financial Services Associates in the Industry. “Why you could be looking for a change” - Overlooked by Management - MDF’s mentoring program develops future leaders- Underpaid for Talent level - MDF recognizes Top Perfomers, 80% Long Term Retention- No Residual Income - MDF provides Residual Income selling need-based products- Need a Career, not just a job - MDF only appoints those looking to be dedicated to a career- COVID Proof - Our Industry isn’t effected by a downturn in the economy- No Fun - Check our team out on Facebook! We have strong work ethics, and like to enjoy ourselves too! Requirements: - A history of commitment in Business, Service, and/or Education- Willing to learn from top professionals- Experience Working in Teams at a High Level - Positive Attitude & Competitive Spirit (If you are skeptical of sales you need not apply)- Some Higher Education Expected, Degree Preferred Responsibilities - Learn the Inside Sales Process including Scripts, Presentations, Products, and Regulations- Learn how to make sale on company provided leads (No Friends & Family, Door-to-Door Sales, or Going to Client’s Homes).- Help our clients select the best financial product for their situation- Learn valuable leadership skills- Learn how to develop a successful sales team Compensation - Training - You Get Paid While You Learn!- Weekly Compensation $500/Week To Start- Compensation (Our Company Averages Based upon Commission)- 1st year $55,000- 2nd year $85,000- 3rd year $110,000- Average Manager Compensation- Partners $200,000- Executive Officers $400,000- Additional Incentives & Benefits- Top Commissions & Vested Renewals- Large Baby Boomer Market in Michigan (1.7 Million Retirees)- National Sales Convention and Trips- Management Opportunities & Promotion- Monthly & Quarterly Team Contest- Company Paid State Required Licensing Class Reasons Why Modern District Financial is Successful : - Great Reputation in the Community - ModernDistrict.com, Traverse City Chamber of Commerce, BBB Accredited, Facebook, LinkedIn, and Indeed Reviews.- Nationally Ranked Firm (#3 out of 100 Offices)- Best in Class Companies & Products Including: Mutual of Omaha, Aetna, Cigna, Pacific Life, TransAmerica, Royal Neighbors & North American.- Professional Office- Formal Lead Program - Get in front of the Best Prospects- Work/Life Balance If you meet the requirements, and are looking to join a winning team please schedule your interview, send your resume toRyan.kashmerick@gmail.com or call Ryan at 231-649-0861.