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Professional Financial Jobs in Romeo, MI (NOW HIRING)

Kaizen Financial Group

Be Seen First

Financial Advisor

Shelby Township, MI · On-site

$100K/yr

Professional development opportunities * Independence with the support of a growing firm What You'll Do * Develop customized financial plans tailored to each client's goals * Meet with clients and ...

Easterseals MORC Logo

Financial Analyst

Auburn Hills, MI · On-site

$60 - $80/hr

Admin Professionals- HR/IT/Quality/Finan/M&D Requisition Number : FINAN004395 * Posted : September 4, 2026 * Full-Time * Hybrid Locations Showing 1 location Auburn Hills 2399 E Walton Blvd Auburn ...

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Professional Financial information

See Romeo, MI salary details

$37.2K

$92.2K

$140.9K

How much do professional financial jobs pay per year?

As of Sep 8, 2026, the average yearly pay for professional financial in Romeo, MI is $92,166.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,200.00 and $107,100.00 per year, depending on experience, location, and employer.

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

What are the key skills and qualifications needed to thrive as a professional financial, and why are they important?

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

What cities near Romeo, MI are hiring for Professional Financial jobs?

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

Professional Financial jobs near you

Financial Services Professional

Bankers Life

Clinton Township, MI • On-site

Other

Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.


As a Financial Services Professional, you will:


· Build a client base by growing relationships with your network and providing guidance

· Gain expertise through sponsored coursework and proprietary agent development training

· Guide clients through important financial decisions using the latest software and our expansive product portfolio

· Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning


What makes a great Financial Services Professional?


· The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity

· Self-motivation to connect with company provided sales leads and network with new clients

· Strong relationship building, communication, and time-management skills

· A competitive and entrepreneurial spirit to achieve success both for yourself and others


What we offer:


· Highly competitive commission structure designed to grow with you

· Passive income opportunities and bonus programs

· Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®

· Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year

· Flexible in-office schedules once you complete your agent training

· Progressive advancement opportunities

· Retirement savings program and more


Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

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