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Assistant Financial Planner Jobs in Wisconsin (NOW HIRING)

Associatedbank

Financial Advisor

Stevens Point, WI

Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and ...

Associatedbank

Financial Advisor

Oshkosh, WI

Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and ...

Associated Bank

Financial Advisor

Stevens Point, WI · On-site

Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and ...

Regal Rexnord

FP&A Analyst

Milwaukee, WI · Hybrid

The FP&A Analyst is a critical member of the Corporate FP&A team. This high-visibility role will ... Lead and assist with continuous improvement and standardization of processes * Support internal ...

Millennium-

Senior Financial Analyst

Delavan, WI · On-site

$76K - $95K/yr

Translate Data into Strategy The Senior Financial Analyst will assist the Director of FP&A to provide analysis to drive our financial planning, budgeting, and forecasting functions and achieve ...

Millennium-

Senior Financial Analyst

Delavan, WI · On-site

$76K - $95K/yr

Translate Data into Strategy The Senior Financial Analyst will assist the Director of FP&A to provide analysis to drive our financial planning, budgeting, and forecasting functions and achieve ...

Millennium-

Senior Financial Analyst

Delavan, WI · On-site

$76K - $95K/yr

Translate Data into Strategy The Senior Financial Analyst will assist the Director of FP&A to provide analysis to drive our financial planning, budgeting, and forecasting functions and achieve ...

Thrivent

Administrative Assistant

Oshkosh, WI · On-site

$18/hr

Summary Apex Financial Group is an independent financial services practice of Thrivent, a faith ... Planning/Organizing * Customer Focus * Communication * Interpersonal Skills * Teamwork and ...

Komatsu

Manager, FP&A

Milwaukee, WI · On-site

Manager, FP&A Posting Start Date: 5/6/26 Job Location (Short): Milwaukee, Wisconsin, USA, 53204 ... and assist in formulating action plans. • Excellent analytical, critical thinking, problem ...

Imedica

Finance Manager, Clinical FP&A

Madison, WI · On-site

$88K - $152K/yr

Maintain strong financial controls and risk management practices. * Assist in implementing and ... Experience with ERP, EHR, and financial planning systems. * Experience supporting clinical ...

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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.

Financial Advisor

Associatedbank

Stevens Point, WI

Full-time

Retirement, PTO

Re-posted 2 days ago

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Are you energized by a collaborative, entrepreneurial environment? We're seeking a Financial Advisor to join our established team-stepping into an existing book of business with plenty of room to earn, grow, and maximize your potential within a supportive environment and culture that allows you to take your success to the next level.
In your role as an Associated Investment Services Financial Advisor, you will provide quality financial planning services and tailored investments and insurance advice to new and existing customers while building solid and long-lasting relationships.
Join our beautiful Stevens Point branch location and support the surrounding areas. Leverage your expertise within a local setting and become an integral part of a community-focused organization.

Key Accountabilities

  • Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and insurance products as appropriate for and requested by the client.

  • Achieve objectives related to advisory business, financial planning, insurance and other key metrics as determined by the line of business.

  • Nurture strong relationships with sales team members, gaining insights into complete solutions to excel in a team-selling model.

  • Ensure that transaction documentation is completed and submitted on a timely basis while resolving any issues in a timely manner.

  • Collaborate with banking and Wealth Management teams and bring expert knowledge of investments, insurance, economic trends, and the full range of Private Client, Investment, Bank, and Trust solutions to help clients achieve their goals.

Education: Bachelor's Degree Business or Finance Required
Experience:

  • 3+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $250,000 or more. Required

  • 5+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $400,000 or more. Preferred

Licenses and Certifications:

  • Life, Health and Variable Insurance License Required

  • Series 7-Stockbroker Exam Required

  • Other Series 63 / Series 66 or Series 65 Required

  • CFP-Certified Financial Planner Preferred

  • CFA-Charted Financial Analyst Preferred

Note: This position requires a check of criminal background and credit records as a FINRA registered position.

Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required

Employment is contingent upon successful registration with FINRA, SEC, and applicable state regulators, including completion of required qualification exams.

All offers are contingent upon the successful completion of a background check and review of disclosures required by Form U4. Certain regulatory or disciplinary histories may disqualify an applicant.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

This role offers a commissions-based structure that includes a monthly draw equaling $48,000.00 per year plus generous commissions that increase based on sales volume achieved.

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