Personal Financial Advisor Jobs in Michigan

A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.

Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.

1-10 of 10 Jobs

Wealth Advisor

  • Birmingham, MI
  • 21 hours ago
  • Birmingham, MI
  • 21 hours ago

With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management....

Senior Wealth Advisor

  • Birmingham, MI
  • 22 hours ago
  • Birmingham, MI
  • 22 hours ago

With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management....

Wealth Management Advisor - Midland

  • Midland, MI
  • 3 days ago
  • Midland, MI
  • 3 days ago

Certified Financial Planner or Chartered Financial Analyst designation is strongly preferred. Sales experience in a service-related field. OTHER Regular and predictable attendance is required....

Senior Wealth Strategy Associate

  • Troy, MI
  • 15 days ago
  • Troy, MI
  • 15 days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

Wealth Advisor

  • Brighton, MI
  • 21 days ago
  • Brighton, MI
  • 21 days ago

Job Details Job Location: Brighton MI - Brighton, MI Position Type: Full Time Salary Range: $85,000.00 - $120,000.00 Salary Job Category: Advisor Description EP Wealth Advisors (EPWA) is a wealth management...

Wealth Management Advisor II

  • Kalamazoo, MI
  • 30+ days ago
  • Kalamazoo, MI
  • 30+ days ago

#LI-LB1 Wealth Management Advisor II LOCATION -- Kalamazoo, Michigan 49007 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment...

Wealth Advisor Bloomfield Hills, Michigan

  • Bloomfield Hills, MI
  • 45+ days ago
  • Bloomfield Hills, MI
  • 45+ days ago

Qualifications Bachelor's Degree, required Series 6 License, required Series 7 License, preferred Certified Financial Planner (CFP) and / or CFA, consideration of achieving...

Private Bank Wealth Advisor II

  • Holland, MI
  • 45+ days ago
  • Holland, MI
  • 45+ days ago

Basic Qualifications: Bachelor's Degree At least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and...

Remote Work

Financial Coach (Bilingual-Spanish) -Financial Literacy Program

  • Detroit, MI
  • 45+ days ago
  • Detroit, MI
  • 45+ days ago

Certified Financial Planner preferred. Mental ability to handle pressures related to dealing with multiple individuals from diverse backgrounds and varying levels of need....

Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well...

Demographic Data for Michigan

Moving to Michigan? Find some basic demographic data about Michigan below.


Local
National
10,077,306
222,152

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in Michigan

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Michigan offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Michigan
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


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