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Senior Financial Advisor Jobs in Michigan (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Detroit, MI · On-site

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

New

USA Financial

Financial Advisor Recruiter

Ada, MI · On-site

... and a Senior Business Development Consultant will assist in finalizing the recruitment and ... USA Financials' systems, processes, and technology that is available to help independent advisors ...

Amerilife

Financial Advisor Recruiter

Ada, MI · On-site

... and a Senior Business Development Consultant will assist in finalizing the recruitment and ... USA Financials' systems, processes, and technology that is available to help independent advisors ...

JobRx, Inc.

Director, Finance - Pharmacy

Bingham Farms, MI · On-site

$140 - $210/hr

Serves as the senior financial leader and strategic advisor to Pharmacy Service Lines, Ambulatory operations, and System Clinical Departments, contributing to the achievement of short- and long-term ...

Alteryx

Senior Financial Analyst, GTM

Three Rivers, MI · On-site +1

$103K - $134K/yr

Alteryx is looking for a Senior Financial Analyst, GTM to join our GTM Finance team, reporting to ... Act as a trusted advisor to sales leadership, using narratives and analytical insights to shape ...

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All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Michigan

Senior Financial Advisor information

See Michigan salary details

$60.6K

$116.1K

$183K

How much do senior financial advisor jobs pay per year?

As of Aug 20, 2026, the average yearly pay for senior financial advisor in Michigan is $116,063.00, according to ZipRecruiter salary data. Most workers in this role earn between $97,600.00 and $128,600.00 per year, depending on experience, location, and employer.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

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

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

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 Senior Financial Advisor jobs?

Cities in Michigan with the most Senior Financial Advisor job openings:

Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, 2% Temporary, 3% Contract, and 1% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $116,063 per year, or $55.8 per hour.

Sr. Financial Planning Strategist

Osaic

Detroit, MI • On-site

$140K - $160K/yr

Other

Medical, Dental, Vision, Retirement

Posted 2 days ago

New

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Senior Advanced Financial Planning Opportunity in Financial Services

Senior Financial Planning Specialist, High Net Worth Planning Services

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Remoteapplicants may potentially be considered for this role.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remoteemployees must be willing to work this schedule. Osaic is open toremoteapplicants for this position.

Role Type: Full-time

Salary: $140,000 - $160,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:https://careers.osaic.com/Creative/Benefits.

Summary:

We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients.

Education Requirements:

Bachelor's degree required.

Responsibilities:

  • Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.

  • Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors.

  • Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements).

  • Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients.

  • Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.)

  • Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings.

  • Serve as a mentor to colleagues to develop their financial planning skills.

  • All other duties as assigned.

Basic Requirements:

  • 10+ years of financial planning experience in a client- or advisor-facing capacity

  • CFP Designation

  • Experience delivering educational content and presenting to diverse audiences

  • Demonstrated ability to influence and collaborate across organizational levels

  • Strong communication skills, both written and verbal

  • Ability to manage multiple complex cases simultaneously

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Preferred Requirements:

  • Proficiency in financial planning software (e.g., eMoney)

  • CPA

  • FINRA Series 7, 63, and 65 licenses

  • J.D.

  • LL.M

#LI-Remote

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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