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Senior Financial Advisor Jobs in Michigan (NOW HIRING)

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

... 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 25, 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.

Financial Advisor

Galesburg, MI • On-site

Consumers Credit Union (Michigan)
See more jobs at Consumers Credit Union (Michigan)external

Full-time

Medical, Life, Retirement

This job post has expired 8 days ago. Applications are no longer accepted.

Job description

Financial Advisor

We are looking to hire a passionate Financial Advisor for our Galesburg, Marshall, Battle Creek and Coldwater retail locations. As a Financial Advisor, you will provide analysis and guidance to businesses and individuals in order for them to make investment decisions; Recommends financial options to members in accordance with their short and long term goals; Prepares and delivers comprehensive financial advice that may include portfolio reviews, asset accumulation strategies, analysis and assessments, pre/post-retirement planning, and asset allocation strategies; Enhances and expands the overall penetration and participation levels of the current investment services program to ensure on-going quality service to existing members/clients.

What you'll be doing:

  • Achieves individual and office sales goals by team building with offices to help generate referrals.
  • Motivates, educates, and coaches office teams and investment office champions to prospect for quality referrals.
  • May involve cold calling on non-member individuals and businesses.
  • Cross-sells credit union products and services and acts upon referral opportunities to maintain a ratio consistent with goals.
  • Assists members in retirement and estate planning, funding for college, general investment options and loan and deposit needs.
  • Demonstrates knowledge of all Consumers products and services.
  • Successfully maintains: Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses.
  • Contacts potential members by attending business and social events/meetings or by giving seminars.
  • Maintains all files and records to comply with the law.
  • Knowledgeable in the area of IRA and Trust accounts.
  • Develops an understanding of Credit Union rules, regulations, philosophy, organization by-laws and operating procedures.
  • Assist in any area as directed by your supervisor.

What you'll bring to the table:

  • Success requires a Bachelor's degree in Business or Finance (or equivalent work experience).
  • 5 years proven experience in the delivery of personal investment products and services, with at least 1 year of experience in a financial institution.
  • Successfully completes: Series 7, Series 66, Life, Accident, and Health Insurance Licenses, and State specific securities and investment licenses.

**Representatives are employed by Consumers Credit Union and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services, LP visit www.cusonet.com.

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.

Employment Type: Full-Time

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