69 Results for

Certified Financial Planner Jobs in Michigan

Jobs

New!

Detroit, MI1 day ago

$160,000–$240,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.

New!

Detroit, MI1 day ago

$85,000–$110,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Assist with monthly, quarterly, and annual reporting initiatives including management reporting, financial statement analyses, ad-hoc analysis, partner and associate compensation, other projects, etc.

New!

Detroit, MI1 day ago

$150,000–$220,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.

Troy, MI18 days ago

The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. The Complex Director seeks to drive profitable multi-office growth across a closely defined geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity.

New!

Grand Rapids, MI1 day ago

$146,000–$200,000 Per Year

A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

New!

Grand Rapids, MI2 days ago

$112,000–$150,000 Per Year

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

Troy, Michigan12 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Southfield, MI13 days ago

$70,000–$120,000 Per Year

What the program includes: A compensation structure that provides early-stage stability while you build, allowing you to focus on long-term growth and impact. Whether you’re a current advisor not fully leveraging financial planning or a high-performing professional ready to build something of your own - this is an opportunity to step into a more scalable, impactful career.

Traverse City, MI30+ days ago

$80,000–$110,000

Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery. The Financial Advisor will play a key role in proactively taking care of current and future clients to assist them with their long-term financial goals.

Sault Ste Marie, Michigan30+ days ago

This position will play a key role in leading campus infrastructure improvements, beautification initiatives, assisting with facility projects and renovations, prioritizing facility-related initiatives, ensuring efficient use of campus facilities, and supporting strategic financing and revenue generation tied to university facilities. Ability to hear a normal conversational voice and telephone conversation, with or without a hearing device; ability to speak and be understood under normal circumstances; ability to read and to understand written and spoken language; ability to see with or without vision aid and to concentrate long hours on computer screen.

Sault Ste Marie, MI30+ days ago

Full-time

Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future.

Novi, MI24 days ago

$58,500–$75,500 Per Year

Located in Novi, in Michigan's thriving Oakland County, our city is home to approximately 67,000 residents and is known for its welcoming neighborhoods, thriving business community, exceptional shopping and dining, award-winning schools, advanced healthcare systems, and outstanding parks and recreation amenities. In this role, you'll help shape the future of one of Michigan's most dynamic and diverse communities through site plan review, ordinance interpretation, implementation of the Master Plan, and by serving as a trusted resource to residents, businesses, and developers navigating planning projects and procedures.

Davison, MI30+ days ago

Full-time

The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.

Saginaw, MI30+ days ago

Full-time

The Holistic Approach to Financial PlanningHantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning. The role includes meeting prep, communicating with clients, following up with our operations team to follow up on business flow.

Midland, MI30+ days ago

Full-time

As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.

Battle Creek, MI15 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Southfield, MI12 days ago

$50,000–$75,000 Per Year

MassMutual Great Lakes is excited to welcome driven, entrepreneurial advisors and professionals who want to scale their practice to new heights or build a meaningful career in financial planning while owning their long-term success. At MassMutual Great Lakes, you’ll have full ownership of your clients and data, along with the flexibility to build, manage, and market your own brand - backed by the strength of a Fortune 100 firm and a highly collaborative local team.

Ferndale, MI30+ days ago

$105,000–$250,000 Per Year

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Owosso, MI30+ days ago

$105,000–$250,000 Per Year

Birmingham, MI30+ days ago

$105,000–$250,000 Per Year

Temperance, MI30+ days ago

Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.

Detroit, MI30+ days ago

$50,000–$65,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Warren, MI30+ days ago

Remote

$60,000–$75,000

Temperance, MI30+ days ago

Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. + Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.

Lansing, MI30+ days ago

Remote

Full-time

We are seeking a Manager of FP&A with strong Business Intelligence capabilities to serve as a strategic finance partner in a private-equity-backed SaaS company with an embedded payments business. Reporting and analysis of core SaaS and payments metrics, including ARR, MRR, churn, net revenue retention, LTV/CAC, payment volume, and take rate .

Grand Rapids, Michigan12 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Detroit, MI30+ days ago

Full-time

This role combines strategic leadership with hands-on financial management, providing clients with high-level financial oversight, compliance assurance, and decision-making support. If you’re passionate about nonprofit financial success and thrive in client-facing leadership roles, this is your chance to make a meaningful impact.

Sault Ste. Marie, MI30+ days ago

Manage a case load of communications including phone calls, and emails from Financial Advisors, and Product Providers to provide critical support in the funding process of customer accounts. Working closely with our Financial Advisors will broaden your knowledge about the financial services industry and the important part that Tax Planning and Insurance plays in a client’s overall financial health.

Marquette, MI30+ days ago

Grand Rapids, MI13 days ago

Being in alignment with your manager and embracing Innovia's culture are essential to cultivate trust, enhance engagement and instill a deeper sense of purpose in your role. From coordinating review meetings to responding to inquiries and managing essential client data, you will bring clarity and consistency to each step of the client journey.

New!

Niles, MIToday

Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

New!

Clarkston, MIToday

New!

Saint Joseph, MIToday

New!

Portland, MIToday

Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: Medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, Voluntary Benefits (such as accident, hospital indemnity, and critical illness), Well-being programs (such as the Employee Assistance Program), and. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.

East Grand Rapids, MI30+ days ago

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Canton, MI30+ days ago

Plymouth, MI30+ days ago

Novi, MI30+ days ago

Farmington, MI30+ days ago

Troy, MI30+ days ago

Clinton Township, MI30+ days ago

Birmingham, MI30+ days ago

Flushing, MI30+ days ago

Washington Township, MI30+ days ago

Davison, MI30+ days ago

Sandusky, MI30+ days ago

Lansing, MI30+ days ago

Farmington, MI30+ days ago

Full-time

Clinton Township, MI30+ days ago

Full-time

Bloomfield Hills, MI30+ days ago

Full-time

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Certified Financial Planner Jobs in Michigan

Jobs

Senior Tax Manager (Trust and Estates)Jobot

Senior Financial Planning & Analysis AnalystJobot

Senior Wealth AdvisorJobot

Complex Director, Ameriprise Financial ServicesAmeriprise

Tax Senior Manager, Private Client Servicesbdo consulting

Tax Manager, Private Client Servicesbdo consulting

Financial AdvisorNorthwestern Mutual

Financial PlannerMassMutual Great Lakes

Financial AdvisorRIA Recruiting

University Planner and Financial StrategistLake Superior State University

Advanced Tax PlannerHantz Group

Planner/Senior PlannerCity of Novi

Financial Planning AssistantHantz Group

Experienced Financial Planning AssistantHantz Group

Financial AdvisorHantz Group

Financial AdvisorFirst Command Financial Services, Inc.

Financial AdvisorMassMutual Great Lakes

Private Client Financial Advisor - Ferndale, MICitizens

Private Client Financial Advisor - Owosso, MICitizens

Private Client Financial Advisor - Birmingham, MICitizens

HFA Financial Advisor Senior -BranchHuntington

Financial Planning AssociateDavis Family Financial LLC

Financial Planning Associate (Remote)Davis Family Financial LLC

HFA Financial Advisor Senior -BranchHuntington National Bank

Manager of Financial Planning & Analysis (FP&A)BS&A

College Financial Representative, Internship ProgramNorthwestern Mutual

Chief Financial Officer - AdvocacyContinuserve

Planning Analyst InternHantz Group

Planning Analyst - InternHantz Group

Client Service AssociateInnovia Wealth

Senior Branch Office AdministratorEdward Jones

Branch Office AdministratorEdward Jones

Branch Office Administrator - Saint Joseph, MIEdward Jones

Part Time Branch Office AdministratorEdward Jones

J.P. Morgan Wealth Management - Private Client Advisor - Grand Rapids, MI and Surrounding areasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Canton, MI and Surrounding areasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Plymouth, MI and Surrounding areasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Novi, MI (Beck and Grand River)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Farmington, MI and Surrounding areasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Troy, MI and Surrounding areasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Clinton Township, MI and Surrounding areasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Birmingham, MI and Surrounding AreasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Grand Blanc, MI and Surrounding areasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Washington Township, MI and Surrounding areasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Davison, MI and Surrounding areasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Saint Clair County, MI and Surrounding areasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Lansing, MI and Surrounding areasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Farmington, MI and Surrounding areasJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Clinton Township, MI and Surrounding areasJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Bloomfield Hills, MI and Surrounding AreasJPMorgan Chase Bank, N.A.

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