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Junior Financial Advisor Jobs in Rochester, MI (NOW HIRING)

Financial Aid Advisor - Detroit, MI

Detroit, MI · On-site

$20 - $25.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Eleven Paid holidays: MLK Jr. day, Memorial Day, Juneteenth, Independence Day, Labor Day ... The Financial Aid Advisor is responsible for developing and finalizing student financial plans ...

Vice President

Birmingham, MI · On-site

$120 - $150/hr

Angle Advisors is a rapidly growing global investment bank headquartered in the Detroit area ... Leadership and review of junior resource work product, including financial and valuation models ...

Financial Anst Sr

Sterling Heights, MI · On-site

$82K - $140K/yr

Junior specialists or analysts, and interface with other Finance Analysts in the development of templates, serving as a planning and cost processing tool expert, and advising division/program ...

Financial Services Tax - Real Estate Manager

Detroit, MI · On-site

$99K - $266K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... junior staff. You are accountable for confirming project success and maintaining standards ... Responsibilities - Advising clients on local and international tax affairs, focusing on strategic ...

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Junior Financial Advisor information

See Rochester, MI salary details

$29.5K

$60.2K

$91.1K

How much do junior financial advisor jobs pay per year?

As of Aug 16, 2026, the average yearly pay for junior financial advisor in Rochester, MI is $60,229.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,300.00 and $68,600.00 per year, depending on experience, location, and employer.

What does a junior financial advisor do?

A typical day for a Junior Financial Advisor involves meeting with clients to discuss their financial goals, assisting in the creation of personalized investment or savings plans, and conducting market research to support senior advisors' recommendations. You’ll spend time updating client records, preparing reports, and responding to client emails or phone calls. Collaboration is key, as you'll often work under the guidance of senior advisors and participate in team meetings to review strategies and growth opportunities. This dynamic environment provides continuous learning and a clear pathway for advancement to more senior advisory roles.

What is a junior financial advisor?

A Junior Financial Advisor assists senior advisors in providing financial guidance to clients. They help conduct market research, analyze financial data, and develop investment strategies. Their responsibilities may also include preparing client reports, managing administrative tasks, and maintaining client relationships. This role is an entry-level position designed to provide hands-on experience and training in financial planning and investment management. Over time, Junior Financial Advisors work toward building their own client base and advancing in their careers.

How to become a junior financial advisor?

To become a junior financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Entry-level roles often require strong communication skills, basic knowledge of financial products, and sometimes passing licensing exams such as the Series 7 or Series 63, depending on the employer and jurisdiction.

How much does a junior financial advisor earn?

A junior financial advisor typically earns between $40,000 and $60,000 annually, depending on experience, location, and the firm. Entry-level roles may also include bonuses and commissions, especially if they involve client sales or asset management. Certifications like the CFP can enhance earning potential.

What are the key skills and qualifications needed to thrive as a junior financial advisor?

To thrive as a Junior Financial Advisor, you typically need a strong background in finance or a related field, analytical skills, and familiarity with financial products and regulations. Knowledge of financial planning software, CRM systems, and progress toward industry certifications such as FINRA Series 7 or 65 is often expected. Excellent communication, active listening, and relationship-building abilities distinguish high performers in this role. These skills are crucial for accurately assessing client needs, providing sound advice, and building long-term client trust and satisfaction.

What are the most commonly searched types of Financial Advisor jobs in Rochester, MI?

The most popular types of Financial Advisor jobs in Rochester, MI are:

What are popular job titles related to Junior Financial Advisor jobs in Rochester, MI?

For Junior Financial Advisor jobs in Rochester, MI, the most frequently searched job titles are:

What cities near Rochester, MI are hiring for Junior Financial Advisor jobs?

Cities near Rochester, MI with the most Junior Financial Advisor job openings:

Infographic showing various Junior Financial Advisor job openings in Rochester, MI as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 2% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $60,229 per year, or $29 per hour.

Firm Account and Engagement Finance Specialist Lead

Deloitte

Detroit, MI • Hybrid

$37K - $42K/yr

Full-time

Re-posted 8 days ago


Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 92 frontline employees who took The Breakroom Quiz

44th of 150 rated financial services


Job description

Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements.

Recruiting for this role ends on November 9th 2026.
Work you'll do
As a Senior Consultant, Engagement Financial Advisor (EFA), you will lead and oversee financial management activities across one or more engagement teams, managing the financial analysis and reconciliation processes and implementation of engagement management controls. You will supervise junior EFA staff, including task management and deliverable quality reviews.

  • Lead and oversee budget preparation activities and forecasts. Project and track financial metrics such as revenue, expense, etc.
  • Perform various financial analyses such as reconciliations and variance analysis.
  • Communicate financial updates, insights, and recommendations to internal stakeholders and firm leadership.
  • Track expenditures and manage client bill and receivable collection functions.
  • Conduct quality reviews and provide feedback on the technical work products of junior resources.
  • Develop and implement standards and processes for engagement management, quality management, and risk management.
  • Support the growth and career development of junior resources by serving as an informal mentor and a formal coach to their assigned teams, providing them with career and professional development guidance.
  • Participate in formal performance assessment activities for assigned staff.
  • Contribute to the growth and development of the overall EFA team through active involvement in one or more practice initiatives; and
  • Prepare and facilitate firm training sessions on a variety of topics and methodologies

The successful candidate will posses these skills:

  • Strong oral and written communication skills, including excellent presentation skills
  • Intermediate to advanced Excel and PowerPoint skills
  • Ability to work effectively as a member of a team
  • Attention to detail and ability to handle multiple tasks in a fast-paced environment
  • Ability to "think outside the box" while identifying problems and developing creative solutions
  • Demonstrated attention to detail and adherence to project deadlines
  • Experience producing and delivering appropriate communications to C-level Executives

The Team

The Engagement Financial Advisor team supports Deloitte consulting professionals by helping them manage the financial and operational aspects of client projects. The team works closely with internal stakeholders to support project planning, budgeting, forecasting, financial reporting, and overall project financial performance.This role offers the opportunity to build leadership skills while working on large-scale, complex engagements, managing junior staff, and serving as a key financial advisor to engagement leadership.

The Engagement Financial Advisor Practice follows a hybrid work model with a mix of virtual and in-office collaboration. Travel is typically limited to 0-10%, depending on project assignments.

Qualifications 

Required:

  • Bachelor's Degree and minimum of 5 years of experience in a financial analysis role
  • Minimum of 5 years of experience with the entire Microsoft Office Suite, including advanced level PowerPoint and advance to expert Excel Skills (Excel certification will be required post-hire)
  • Experience summarizing results and producing management reports
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
  • Ability to work in your local office at a minimum of one day per week
  • Candidates located within a commutable distance to one of the select locations available for this role
  •  Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Preferred:

  • Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenarios
  • Experience in a professional services firm
  • Experience with MS Suite applications

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,300 to $155,400.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. 

Qualifications:

Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements.

Recruiting for this role ends on November 9th 2026.
Work you'll do
As a Senior Consultant, Engagement Financial Advisor (EFA), you will lead and oversee financial management activities across one or more engagement teams, managing the financial analysis and reconciliation processes and implementation of engagement management controls. You will supervise junior EFA staff, including task management and deliverable quality reviews.

  • Lead and oversee budget preparation activities and forecasts. Project and track financial metrics such as revenue, expense, etc.
  • Perform various financial analyses such as reconciliations and variance analysis.
  • Communicate financial updates, insights, and recommendations to internal stakeholders and firm leadership.
  • Track expenditures and manage client bill and receivable collection functions.
  • Conduct quality reviews and provide feedback on the technical work products of junior resources.
  • Develop and implement standards and processes for engagement management, quality management, and risk management.
  • Support the growth and career development of junior resources by serving as an informal mentor and a formal coach to their assigned teams, providing them with career and professional development guidance.
  • Participate in formal performance assessment activities for assigned staff.
  • Contribute to the growth and development of the overall EFA team through active involvement in one or more practice initiatives; and
  • Prepare and facilitate firm training sessions on a variety of topics and methodologies

The successful candidate will posses these skills:

  • Strong oral and written communication skills, including excellent presentation skills
  • Intermediate to advanced Excel and PowerPoint skills
  • Ability to work effectively as a member of a team
  • Attention to detail and ability to handle multiple tasks in a fast-paced environment
  • Ability to "think outside the box" while identifying problems and developing creative solutions
  • Demonstrated attention to detail and adherence to project deadlines
  • Experience producing and delivering appropriate communications to C-level Executives

The Team

The Engagement Financial Advisor team supports Deloitte consulting professionals by helping them manage the financial and operational aspects of client projects. The team works closely with internal stakeholders to support project planning, budgeting, forecasting, financial reporting, and overall project financial performance.This role offers the opportunity to build leadership skills while working on large-scale, complex engagements, managing junior staff, and serving as a key financial advisor to engagement leadership.

The Engagement Financial Advisor Practice follows a hybrid work model with a mix of virtual and in-office collaboration. Travel is typically limited to 0-10%, depending on project assignments.

Qualifications 

Required:

  • Bachelor's Degree and minimum of 5 years of experience in a financial analysis role
  • Minimum of 5 years of experience with the entire Microsoft Office Suite, including advanced level PowerPoint and advance to expert Excel Skills (Excel certification will be required post-hire)
  • Experience summarizing results and producing management reports
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
  • Ability to work in your local office at a minimum of one day per week
  • Candidates located within a commutable distance to one of the select locations available for this role
  •  Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Preferred:

  • Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenarios
  • Experience in a professional services firm
  • Experience with MS Suite applications

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,300 to $155,400.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. 

Education:Bachelor's DegreeEmployment Type:

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