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Financial Professional Associate Jobs in Augusta, MI

Be Seen First

... team as remote Financial Retirement Insurance Sales Associate. The most lucrative industry ... Leadership and Upward advancement The need for financial services professionals continues to grow ...

Be Seen First

... team as remote Financial Retirement Insurance Sales Associate. The most lucrative industry ... Leadership and Upward advancement The need for financial services professionals continues to grow ...

Financial Counselor

Battle Creek, MI · On-site

$17.25 - $22.50/hr

... • Associate's degree preferred. • Notary public credentials preferred. • Knowledge of ... professional behavior. • Performs activities that relate to financial counseling for multiple ...

Senior Financial Analyst, GTM

Three Rivers, MI · On-site +1

$103K - $134K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

BA/BS in Finance, Economics, Accounting, or a related field; an MBA or professional certification ... Alteryx has amazing benefits for all Associates which can be viewed here. For roles in San ...

Automotive Sales Associate

Battle Creek, MI · On-site

$40K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Negotiate vehicle pricing and financing terms to close sales. * Build and maintain long-term ... Opportunities for career growth and professional development. * Employee discounts on vehicle ...

Automotive Sales Associate

Battle Creek, MI · On-site

$40K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Negotiate vehicle pricing and financing terms to close sales. * Build and maintain long-term ... Opportunities for career growth and professional development. * Employee discounts on vehicle ...

Automotive Sales Associate

Battle Creek, MI · On-site

$40K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Negotiate vehicle pricing and financing terms to close sales. * Build and maintain long-term ... Opportunities for career growth and professional development. * Employee discounts on vehicle ...

Automotive Sales Associate

Battle Creek, MI · On-site

$40K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Negotiate vehicle pricing and financing terms to close sales. * Build and maintain long-term ... Opportunities for career growth and professional development. * Employee discounts on vehicle ...

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Showing results 1-20

Financial Professional Associate information

See Augusta, MI salary details

$40.2K

$79.1K

$122.5K

How much do financial professional associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial professional associate in Augusta, MI is $79,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,700.00 and $108,500.00 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 near Augusta, MI are hiring for Financial Professional Associate jobs?

Cities near Augusta, MI with the most Financial Professional Associate job openings:

Infographic showing various Financial Professional Associate job openings in Augusta, MI as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 27% Part Time, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $79,090 per year, or $38 per hour.

Entry-Level or Experienced Life Insurance/Annuity Professional(Remote)

Infinite Wise Solutions

Kalamazoo, MI • Remote

$1.0K - $500K/yr

Part-time

Life, Retirement, PTO

Re-posted 2 days ago

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Job description

Our Client is the fastest growing financial brokerage are seeking ambitious, self-driven individuals to join our team as remote Financial Retirement Insurance Sales Associate. The most lucrative industry opportunity with the flexibility to work from home while building your sales career in financial services.

  1. ALL Work from Anywhere Capacity
  2. Part time or Full Time positions available you do not have to quit your current job to see if this is a fit.
  3. Great free training and mentorship provided; no experience is needed
  4. Very lucrative, especially with baby boomers retiring as they control 70% of the wealth; can potentially can earn over six figures or more
  5. Leadership and Upward advancement

The need for financial services professionals continues to grow as more baby-boomer advisors retire each year. Eventually, there may be fewer advisors available to provide needed guidance and other services to middle-income people. These consumers are in search of a well-respected, value-driven financial services company that can help them develop strategies for their families’ long-term financial security, and this is where we come in. Must be able to pass a background check and obtain a state financial producer license (with our guidance and free program).

Here's what sets this opportunity apart:

  • Legal Ownership: Own your book of business, generational agency ownership that can be transferred to your future generations, equity, beneficiary to your business and agency, provided you get to a certain leadership
  • Rewarding Career: Make a real difference in people's lives by inspiring and helping them achieve their financial goals & dreams.
  • Meaningful Growth: We invest in your development with hands-on training, support, and world class mentorship to help you reach your full potential
  • Get paid what you are worth: COMMISSION ONLY, performance-based business model Producer, Agency Bonus, Expansion bonus, Yearly Renewal, Profit Sharing, World-class Travel, etc.

DAILY ROLE:

  • COMMISSION ONLY, performance-based business model
  • Leads: We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS (Just went Public) as a lead generation tool as well.
  • Develop Financial Need Analysis (FNA) for Clients
  • Place families, individuals, and business owners in a financial position of advantage for some of the following:
  • Protect Retirement Assets/401k and all IRA (Roth) Funds
  • College Planning
  • Tax-Free and Tax-Deferred Index Strategies
  • Debt Management Services
  • Annuities, Roth Conversions, and 401k and IRA Rollovers
  • Estate & Business Planning with our advance planning team

LUCRATIVE COMPENSATION:

  • Uncapped 1099 / production-based commission income (one client may be $2,500 in compensation and another may be $10,000)
  • Residual income (paid from work done last year, every year)
  • Passive income
  • Bonuses, Equity (must qualify) paid world travel, and more

REQUIREMENTS:

  • Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners like Fidelity, Ethos, AIG, and over fortune 500 companies.
  • Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses
  • Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation
  • Build meaningful and lasting relationships and experiences with clients, business associates, and partners
  • Expand business, management, and leadership skills working with clients, team members, and new associates
  • Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
  • Minimum 18 years of age
  • Legal U.S. Resident, Citizen or Work Permit with SSN
  • Able to pass a Background Screening
  • Able to complete licensing requirements within 30 days
  • Accountable with high level of integrity (critical in this regulated and customer based industry)