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Assistant Financial Planner Jobs in Wisconsin (NOW HIRING)

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

... * Assist with tax season efforts. * Train and mentor interns. Requirements * Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

... * Assist with tax season efforts. * Train and mentor interns. Requirements * Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career ...

6AM City, LLC

WI · On-site

$150 - $230/hr

... * Assist FP&A team as needed in preparation of annual budget. * Assist FP&A team with periodic updates to the financial forecast including income statement, balance sheet, cash flows and debt ...

New

Harley-Davidson

Sr Finance Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

Work closely with Corporate Treasury, Compensation, Risk Management, Legal and Payroll to insure proper application of accounting principles. * Assist financial planning with forecasting, budgeting ...

Harley-Davidson

Sr Finance Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

Work closely with Corporate Treasury, Compensation, Risk Management, Legal and Payroll to insure proper application of accounting principles. * Assist financial planning with forecasting, budgeting ...

Harley-Davidson

Sr Finance Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

Work closely with Corporate Treasury, Compensation, Risk Management, Legal and Payroll to insure proper application of accounting principles. * Assist financial planning with forecasting, budgeting ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of ... planning and insurance services - all designed to meet your unique financial goals with integrity ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of ... planning and insurance services - all designed to meet your unique financial goals with integrity ...

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All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Wisconsin

Assistant Financial Planner information

See Wisconsin salary details

$35.8K

$61.2K

$105.5K

How much do assistant financial planner jobs pay per year?

As of Aug 8, 2026, the average yearly pay for assistant financial planner in Wisconsin is $61,184.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $69,100.00 per year, depending on experience, location, and employer.

What is an assistant financial planner?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

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

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as an assistant financial planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What are the typical responsibilities of an assistant financial planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.
What are the most commonly searched types of Financial Planner jobs in Wisconsin? The most popular types of Financial Planner jobs in Wisconsin are:
What cities in Wisconsin are hiring for Assistant Financial Planner jobs? Cities in Wisconsin with the most Assistant Financial Planner job openings:
Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $61,184 per year, or $29.4 per hour.

Corporate Assistant Financial Controller

Potawatomi Casino Hotel

Milwaukee, WI • On-site

Full-time

Re-posted 29 days ago

Potawatomi Casino & Hotel rating

7.3

Company rating: 7.3 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

53rd of 162 rated casinos

Job description

Pay based on experience | First shift
In this fast-paced, high energy, multi-revenue stream and multi-department environment where great guest service is essential, how do we ensure timely and accurate financial reporting so that our business leaders have the information they need to make good business decisions? As the Corporate Assistant Financial Controller, you will have the opportunity to help lead and grow a high performing team through helping to drive technology supported process improvement efficiencies and living and breathing our team culture - respecting each other's ideas, differences and responsibilities; promoting improvement through curiosity, innovation and fun; providing excellent service by fostering accountability through building strong partnerships, providing quality support, and keeping of commitments; empowering each other by encouraging risk taking in solving problems and implementing solutions, and showing loyalty and compassion after failures. While carrying out the job duties listed below you will contribute to our continued success by providing unsurpassed guest service, personal, and professional dedication to our Mission, Vision, and Values, and demonstrating a high level of integrity and ethical standards.
Principal Duties and Responsibilities (*Essential Functions)
  1. *Assist in the planning and monitoring of the accounting functions at Potawatomi Casino Hotel (PCH) and Potawatomi Carter Casino Hotel (PCCH) to ensure the accurate and timely reporting of financial information. This includes, but is not limited to, assisting in maintaining the company general ledger, revenue recognition and deferrals, pre-paids, accruals, leases, loans, other liabilities, fixed assets, cost of goods sold (COGS), accounts receivable, accounts payable, cash management and treasury functions, tax collection, remittance and reporting, inventory controls, and compliance with GASB GAAP standards, tax laws, and other applicable laws and regulations.
  2. *Assist in carrying out management responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include but are not limited to interviewing, hiring, and training team members; scheduling and motivating team members; planning, assigning, and directing work; performance appraisals; rewarding and disciplining team members up to and including termination; addressing complaints; and resolving problems.
  3. *Assist in processes to ensure the accurate and timely manner of depositing funds, remitting payments, tax filing and reporting.
  4. *Review and approve general ledger journal entries prepared by PCH and PCCH staff, as needed. Review account reconciliations for accuracy and rationality.
  5. *Assist in the coordination of the monthly and annual processes to close the general ledger and generate financial reports. This includes controlling and directing inventory counts and validating the accuracy of inventory variances and COGS. Assist with preparing and distributing monthly financial statement reporting packages to company management.
  6. *Assist in overseeing both PCH and PCCH in compliance with all tax laws and regulations. Work with other department leaders in developing or changing processes and procedures to ensure compliance.
  7. *Coordinate problem solving and effectively communicate internally with management and externally with business partners and regulators.
  8. *Assist in the coordination of third party audit functions, to include but not limited to independent public accountants and various regulatory agencies.
  9. *Assist in the research, discovery, planning and full implementation processes of new computerized systems used by the Accounting Department.
  10. *Evaluate processes to improve efficiency that would result in cost savings, greater accuracy, and/or reduced cycle time. Prepare and analyze daily paperwork and reports; develop and implement recommendations for improved efficiency.
  11. Assist in establishing, updating, and ensuring full compliance with departmental Internal Controls, policies, procedures, and regulations.
  12. Perform other duties as assigned.

Job Qualifications
  1. A Bachelor's degree in Accounting or a related field and 4 years of accounting, and financial statement analysis experience are required.
  2. One year of supervisory and/or management experience required.
  3. Experience working with financial and accounting software systems required. Experience working in Acumatica accounting system and Red Rock materials management system is preferred.
  4. Office skills must include the ability to use standard office equipment and Microsoft Office software. The ability to demonstrate advanced Microsoft Excel skills is required.
  5. The ability to analyze financial data and prepare financial reports, statements and projections.
  6. The ability to read and interpret documents to include but not limited to invoices, purchase orders, contracts, legal memos and documents, accounting standards and guidelines and other financial documents.
  7. The ability to write routine reports, process documentation, memos and correspondence.
  8. The ability to use strong organization skills and attention to detail to accurately handle multiple job duties and projects in a fast-paced environment with multiple competing deadlines.
  9. The ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
  10. The ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
  11. Ability to commute between PCH and PCCH as needed to assist with accounting operations at PCCH.
  12. The ability to interact with and understand the interest of stakeholders at all levels. As well as the impact of those interests on PH&C and its goals. The ability to communicate effectively before groups, guests, and team members of the organization.
  13. The ability to maintain discretion in handling confidential information.
  14. The ability to work irregular hours and extended shifts including late nights, early mornings, weekends and holidays.
  15. While performing the duties of this job, the team member is required to talk, hear, stand, sit, walk, climb, balance, stoop, kneel, crouch, and move freely throughout the office and property for duration of scheduled shift for prolonged periods of time in a physically demanding, fast-paced environment. The team member is frequently required to use hands to handle or feel objects, tools, or controls, and reach with hands and arms. The team member must be able to operate a personal computer. The team member may be required to lift, carry, push, pull, or move objects up to 10 pounds on a regular basis and up to 25 pounds occasionally, with or without assistance. Team member must wear all required Personal Protective Equipment (PPE) while performing job duties. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Working Conditions
The noise level is usually moderate. When on the casino floor, the noise level increases. The facility is not smoke free.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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