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Full Time Financial Advisor Jobs in Michigan (NOW HIRING)

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

Job Type Full-time Description Description Are you passionate about making a difference in people's lives while thriving in a team-centric environment? Who is SYM? SYM Financial Advisors serves as a ...

Oakland University

Financial Aid Adviser

Rochester, MI · On-site

$48K/yr

Posting Details Posting Details Position Title Financial Aid Adviser Department 5131 - Office of ... This is a full-time position, working Monday - Friday with occasional evenings and weekends ...

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Full Time Financial Advisor information

What is the difference between Full Time Financial Advisor vs Part Time Financial Advisor?

AspectFull Time Financial AdvisorPart Time Financial Advisor
Work HoursTypically 35-40 hours per weekFewer hours, often less than 20 hours per week
CertificationsUsually required to hold CFP or similar credentialsMay hold similar certifications but often less emphasis on full certification
Client InteractionHandles a full client portfolio, regular meetingsLimited client meetings, often part-time or supplemental
Work EnvironmentOffice-based or hybrid, full-time scheduleFlexible, often remote or part-time settings

Full Time Financial Advisors work standard hours, manage comprehensive client portfolios, and typically hold advanced certifications. Part Time Financial Advisors work fewer hours, often with limited client interaction, and may have less emphasis on full certifications. The choice depends on career goals and availability.

Can I become a full time financial advisor at 40?

Full-time financial advisors can start at any age, including 40, as the profession values experience, interpersonal skills, and relevant certifications like the Series 7 and Series 66. Many successful advisors begin their careers later in life, leveraging their prior work experience and earning necessary licenses to build a client base.

Can I become a full time financial advisor while working full time?

Full time financial advisors often start part-time to build their client base and gain experience before transitioning to full-time work. Balancing a full-time job with a financial advising career requires strong time management, relevant certifications like the Series 7 and 66, and the ability to meet clients' scheduling needs. Many advisors work evenings or weekends to accommodate clients while maintaining their primary employment.

What are the most commonly searched types of Financial Advisor jobs in Michigan?

The most popular types of Financial Advisor jobs in Michigan are:

What cities in Michigan are hiring for Full Time Financial Advisor jobs?

Cities in Michigan with the most Full Time Financial Advisor job openings:

Full Time Financial Advisor jobs near you
Infographic showing various Full Time Financial Advisor job openings in Michigan as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Financial Advisor

SYM Financial Advisors

Midland, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

Job Type
Full-time
Description
Description
Are you passionate about making a difference in people's lives while thriving in a team-centric environment?
Who is SYM?
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a highly motivated Financial Advisor who can help us provide excellent financial planning and investment planning services to our clients.
In this role, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals. Developing and maintaining financial plans for high-net-worth individuals is both intellectually stimulating and personally rewarding. A successful candidate will formulate, implement, and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight. This position is designed to provide a career path leading to the role of Lead Advisor.
To learn more about our company, visit this link: SYM Financial. Who We Are.
What does this role entail?
Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning. Primary responsibilities include, but are not limited to:
  • Managing client relationships through ongoing client contact and communications to establish and maintain a complete understanding of their financial objectives
  • Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development and estate planning
  • Serving as the primary point of contact for client relationships
  • Overseeing and monitoring individual investment portfolios while ensuring alignment with client goals and objectives
  • Consulting with attorneys, accountants and other advisors on financial, estate and tax planning
  • Leading client meetings and presenting the financial plans
  • Delivering educational presentations to clients and staff
  • Developing new client relationships via existing client referrals and local centers of influence

Requirements
Requirements
What are we looking for?
Must Haves:
  • You have a Bachelor's Degree from an accredited college or university; CFP designation strongly preferred
  • You are proficient in Microsoft Office Suite, as well as financial planning and account management software
  • You possess technical knowledge and experience in all aspects of financial planning which includes: financial planning; wealth management; qualified plan acumen and estate planning
  • You exhibit excellent listening, written and verbal communication skills with a professional demeanor and a client-first attitude
  • You have the ability to manage multiple projects and deadlines with a keen attention to detail
  • You are a team player, with strong coaching and leadership skills
  • You have the desire /ability to work successfully in a small company environment

What's in it for you?
Pay / benefits are competitive based on industry standards.
  • Competitive pay based on experience plus incentive compensation
  • Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance
  • 401(k); 6% Match
  • Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off
  • Option for Pet Insurance / Fitness Match / Apparel Allowance
  • Tuition / Certification Assistance Program
  • A defined career framework to help you successfully manage your career goals

Apply