Top 24 Financial Advisor Associate Jobs in Michigan

Associate Financial Advisor
A New Path Financial —Ann Arbor, MI
- $60,000 - $80,000 a year
- Full-time
- Writing skills
- Basic math
- Research
- Paid holidays
- 401(k)
Quick Apply
Wealth Management Associate – Retirement Benefits Group (Troy, MI)
Equitable Advisors —Troy, MI
- $27,550 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Management Associate with Future Leadership Opportunity (Troy, MI)
Equitable Advisors —Troy, MI
- $27,550 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- Mentoring
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Management Associate
Equitable Advisors —Troy, MI
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate Advisor - Plymouth, MI
Savant —Plymouth, MI
- $60,000 - $85,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Health savings account
- AD&D insurance
5d
Registered Wealth Management Client Associate
Bank of America —Bloomfield Hills, MI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Associate
Curi Capital —Grand Rapids, MI
- $60,000 - $70,000 a year
- Research
- Office
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Troy, MI
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Advisor Associate
Advisory Alpha —Holland, MI
- $18 - $21 an hour
- Full-time
- Computer literacy
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Associate Wealth Advisor
Focus Financial Partners —Southfield, MI
- $85,000 - $100,000 a year
- CPA
- Mid-level
- Office
Associate Relationship Manager
Fratarcangeli Wealth Management —Bloomfield Hills, MI
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Paid time off
- Opportunities for advancement
Quick Apply
5d
Wealth Management Associate - Retirement Benefits Group MI, Troy
Equitable Advisors —Troy, MI
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Associate Wealth Advisor
Focus Partners Wealth —Southfield, MI
- $85,000 - $100,000 a year
- CPA
- Mid-level
- Business development experience
Associate Financial Advisor
Raymond James Financial, Inc. —Jackson, MI
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Wealth Management Associate - Bay Harbor
Greenleaf Trust —Bay Harbor, MI
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Retirement plan
Wealth Management Associate - Bay Harbor, MI
Greenleaf Trust —Bay Harbor, MI
- Full-time
- Sales
- Mid-level
- Office
- Retirement plan
Quick Apply
Estate Settlement Associate - Kalamazoo, MI
Greenleaf Trust —Kalamazoo, MI
- Full-time
- Research
- Office
- 3 years
Quick Apply

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Associate Financial Advisor

A New Path Financial -
Ann Arbor, MI

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Paid holidays
401(k)
Paid time off
401(k) 6% Match
401(k) matching

Qualifications

Customer communication
Teamwork
Writing skills
Basic math
Financial plan development
Research
Series 7
Bachelor's degree
Attention to detail
Financial services
Community relationship building

Full Job Description

What Makes This Opportunity Unique?

Unique opportunity to grow as an Associate Financial Advisor while supporting comprehensive financial planning and client service in a salaried role, with no personal book of business required.
Work closely with a dedicated owner who genuinely cares about people and their success, focusing on clients' needs over product sales.
Play a significant role on our small, growing team while expanding your knowledge and skills through our proven process.
Always know what is expected and how to achieve it, ensuring clarity and confidence in your role.

Ready to take the next step in your advisory career? We’re looking for a motivated Associate Financial Advisor with 1–3 years of financial services experience to join our team and help deliver an exceptional client experience. This role is ideal for someone who enjoys financial planning, relationship building, and learning from experienced advisors while contributing to meaningful client outcomes.

Description

We are looking to add an Associate Financial Advisor to our team. Our firm prioritizes comprehensive financial planning for clients, making this role ideal for an early-career advisor who wants to build technical planning knowledge, strengthen client relationship skills, and grow within a team-based advisory environment.

The Associate Financial Advisor supports the Managing Partner and advisory team in serving current clients and preparing for client meetings. Responsibilities include data gathering, data management and analysis, assisting with the development of financial planning recommendations, plan implementation support, portfolio research, and follow-up on client service needs. This role will participate in client meetings, gradually taking on more responsibility as experience, confidence, and proficiency grow.

This position is perfect for an advisor with approximately 1–3 years of experience who wants to deepen their planning knowledge, contribute to a collaborative team, and serve clients without the pressure of building a personal book of business. Clients and responsibilities will be assigned by the Managing Partner of A New Path Financial.

Essential Duties & Responsibilities

Support the advisory team by preparing for client meetings, gathering and analyzing client information, conducting investment and planning research, and assisting with financial planning recommendations under the guidance of the Managing Partner and senior advisors.
Provide excellent service to current clients and assist with follow-up, documentation, and preparation that supports the firm’s ongoing client relationships.
Develop effective working relationships with internal team members and external professionals to provide effective service for clients.
Conduct and record communications with clients and/or prospects.
Manage, organize, and present data for Financial Advisor(s) / Office and review weekly/monthly/quarterly.
Attend and contribute to client and team meetings.
Represent the organization by developing relationships within the industry and community.
Assist in preparing client-ready summaries related to investment performance, economic updates, and market trends for review by the advisory team.

Skills Required

A foundational understanding of the financial planning process and the ability to work within defined business processes is required. This role requires attention to detail, accuracy, curiosity, strong follow-through, and the ability to communicate clearly both orally and in writing.

Abilities Required

To perform this job successfully, the Associate Financial Advisor must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required for an early-career advisor working in a collaborative advisory environment.

Strong interpersonal and communication skills to deal with financial advisors, support staff, vendor companies, clients, and home office staff in all types of matters including those that may be sensitive.
Ability to express ideas clearly both in written and oral communications.
Comprehensive understanding of company policies and procedures and industry rules and regulations.
Project a professional and pleasant demeanor to work with advisors, administration, and clients in a deadline-driven environment.
Commitment to providing a premier level of customer care in a calm and professional manner. Projecting a high level of service.
Ability to effectively organize, manage, track and complete multiple detailed tasks and assignments.
Employ solid analytical skills in researching and resolving problems.
Ability to work independently while also seeking guidance, feedback, and mentorship when needed.
Ability to self-motivate and work independently.
Language Ability: Ability to read and interpret documents such as rules, instructions and manuals. Ability to write routine reports and correspondence.
Mathematical Ability: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Education/Previous Experience Requirements

Bachelor’s degree preferred and approximately 1–3 years of experience in the financial services industry, financial planning, investment operations, client service, or a related role -or- an equivalent combination of experience, education, and/or training as approved by the Managing Partner.

Professional Licenses/Certifications

FINRA Series 7 and Series 66 preferred; candidates who are actively pursuing licensing or committed to obtaining required licenses within an agreed-upon timeframe may also be considered.

Supervisory Responsibilities

This position has no supervisory duties at this time.

COMPENSATION

Salary-based compensation
10 days PTO and paid holidays
401k with 6% match

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and A New Path Financial are not affiliated.

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
Paid time off

License/Certification:

Series 7 (Preferred)

Ability to Commute:

Ann Arbor, MI 48108 (Required)

Work Location: In person

Quick Apply

Refine Your Search

Financial Advisor Associate jobs in Michigan

Associate Financial Advisor

Wealth Management Associate – Retirement Benefits Group (Troy, MI)

Wealth Management Associate with Future Leadership Opportunity (Troy, MI)

Wealth Management Associate

Associate Advisor - Plymouth, MI

Registered Wealth Management Client Associate

Wealth Management Associate

Wealth Management Associate - Retirement Benefits Group

Advisor Associate

Associate Wealth Advisor

Associate Relationship Manager

Wealth Management Associate - Retirement Benefits Group MI, Troy

Associate Wealth Advisor

Associate Financial Advisor

Wealth Management Associate - Bay Harbor

Wealth Management Associate - Bay Harbor, MI

Estate Settlement Associate - Kalamazoo, MI

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