ZipRecruiter

Log In

1

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

THE ELIA GROUP LLC

Junior Controller

Birmingham, MI · On-site

$95K - $115K/yr

Serve as a key point of contact for external auditors, tax advisors, banks, and other financial partners.Team Development* Recruit, mentor, and develop a high-performing accounting team.* Establish ...

AD Mortgage

Deputy General Counsel

Troy, MI · On-site

Mentor junior team members and collaborate cross-functionally to drive business growth while ... finance, financial services, or fintech * Experience advising senior executives and business ...

AD Mortgage

Deputy General Counsel

Troy, MI · On-site

Mentor junior team members and collaborate cross-functionally to drive business growth while ... finance, financial services, or fintech * Experience advising senior executives and business ...

Alvarez and Marsal

Director, Restructuring

Troy, MI · On-site

We advise on every aspect of the restructuring process - from the strategy to cash conservation ... and mentoring junior staff. * Proven understanding of financial modeling and analysis.

Alvarez & Marsal

Director, Restructuring

Troy, MI · On-site

We advise on every aspect of the restructuring process - from the strategy to cash conservation ... and mentoring junior staff. * Proven understanding of financial modeling and analysis.

Doeren Mayhew

M&A Senior Tax Manager

Troy, MI · On-site +1

Advise clients on the tax consequences of various transaction structures, including asset ... Evaluate how transaction structure, financing arrangements, and purchase price allocations affect ...

Doeren Mayhew

M&A Senior Tax Manager

Troy, MI · On-site

Advise clients on the tax consequences of various transaction structures, including asset ... Evaluate how transaction structure, financing arrangements, and purchase price allocations affect ...

previous pagenext page

Showing results 21-40

All JobsFinancial Advisor JobsJunior Financial Advisor JobsJunior Financial Advisor Jobs in Rochester, MI

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 Sep 6, 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 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.

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 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.

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.

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. Gaining relevant skills such as financial analysis and client communication, and obtaining certifications like the Series 7 or Series 66 license, can improve job prospects. Entry-level roles often require some internship experience and a strong understanding of financial products and regulations.

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:

Junior Financial Advisor jobs near you
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.

Tax Senior - Estate, Gift & Trust

UHY International Ltd.

Sterling Heights, MI • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago

Job description

JOB SUMMARY
The Estate, Gift, and Trust Senior Professional plays a pivotal role in delivering sophisticated tax compliance and planning services to high-net-worth clients, families, and their advisors. You will oversee complex tax engagements, manage client relationships, mentor junior staff, and provide expert guidance on estate, gift, and trust tax matters. This position offers a rewarding opportunity to develop your career in a specialized and high-impact area of tax.
JOB DESCRIPTION
Tax Compliance and Review:
  • Prepare and review advanced estate, gift, and trust tax returns (Forms 706, 709, 5227 and 1041)
  • Ensure compliance with all relevant federal, state, and local tax regulations
  • Address technical tax issues and ensure accuracy and timeliness of all deliverables

Tax Planning and Advisory Services:
  • Develop and implement tax planning strategies to minimize tax liabilities and maximize wealth preservation
  • Collaborate with clients, attorneys, and financial advisors to craft customized estate and trust plans
  • Provide strategic recommendations to clients based on their unique goals and financial situations

Client Engagement and Relationship Management:
  • Serve as the primary point of contact for clients, fostering strong relationships through regular communication and exceptional service
  • Proactively identify client needs and offer solutions that align with their objectives.
  • Manage multiple engagements simultaneously, ensuring client satisfaction and timely delivery of services

Team Leadership and Mentorship:
  • Supervise and mentor junior team members, providing technical training and professional development support
  • Review the work of staff to maintain accuracy and adherence to firm standards
  • Foster a collaborative team culture and contribute to the success of the department.

Research and Thought Leadership:
  • Stay up to date on changes in estate, gift, and trust tax laws and regulations
  • Conduct in-depth research on complex tax issues and present findings to the team and clients
  • Contribute to thought leadership initiatives, including internal knowledge sharing and external client updates

Process Improvement and Innovation:
  • Identify and implement best practices to enhance efficiency in tax compliance and planning processes
  • Leverage technology and automation to streamline workflows and improve service delivery

Supervisory responsibilities
  • N/A

Work environment
  • Work is conducted in a professional office environment with minimal distractions

Physical demands
  • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
  • Must be able to lift up to 15 pounds at a time

Travel required
  • Travel may be frequent and unpredictable, depending on client's needs

Required education and experience
  • Bachelor's degree in accounting, finance, or a related field
  • Minimum 5 accounting classes, one individual income tax class, and one business law class
  • 3 - 6 years of relevant experience including some preparation of estate, gift and trust returns
  • Software: Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Preferred education and experience
  • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
  • Possession of or actively working towards professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)
  • Responsible for completing the minimum CPE credit requirement

Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Apply