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Assistant Financial Planner Jobs in Madison, WI (NOW HIRING)

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 ...

Jobtailor

Senior Financial Analyst

Oregon, WI · On-site

$110 - $140/hr

... * Assist with post-acquisition integration planning, including financial reporting alignment ... forecasting, and synergy tracking * Support de novo growth initiatives and special projects related ...

Rock County

Assistant Finance Director

Janesville, WI

$51.52 - $56.11/hr

... planning, organizing, and directing the various functions of the Financial Services Department ... Review work and provide feedback of Accounting Division employees. Assist the Payroll Supervisor in ...

Rock County, WI

Assistant Finance Director

Janesville, WI · On-site

$51.52 - $56.11/hr

... planning, organizing, and directing the various functions of the Financial Services Department ... In conjunction with the Finance Director, assist departments with administration of the County ...

Franklin Electric

Financial Analyst

Madison, WI · On-site

Key Responsibilities Financial Analysis & Reporting * Assist with monthly, quarterly, and annual ... Leverage Excel, ERP systems, and business intelligence tools to analyze and present financial ...

DataAnnotation

FP&A Manager - AI Trainer

Madison, WI · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

Flad Architects

Healthcare Planner

Madison, WI · On-site

$54K - $74K/yr

Begin presenting to upper-level client groups. * Assist the production team to produce documents ... Financial health and wellness benefits - retirement savings plan; fiduciary advisor; identity theft ...

Flad Architects

Healthcare Planner

Madison, WI · Hybrid

$54K - $74K/yr

Begin presenting to upper-level client groups. * Assist the production team to produce documents ... Financial health and wellness benefits - retirement savings plan; fiduciary advisor; identity theft ...

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All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Madison, WI

Assistant Financial Planner information

See Madison, WI salary details

$35.8K

$61.1K

$105.3K

How much do assistant financial planner jobs pay per year?

As of Aug 26, 2026, the average yearly pay for assistant financial planner in Madison, WI is $61,089.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $69,000.00 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 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 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 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 most commonly searched types of Financial Planner jobs in Madison, WI?

The most popular types of Financial Planner jobs in Madison, WI are:

What cities near Madison, WI are hiring for Assistant Financial Planner jobs?

Cities near Madison, WI with the most Assistant Financial Planner job openings:

Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Madison, WI as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 100% In-person job distribution, with an average salary of $61,089 per year, or $29.4 per hour.

Financial Planner - AI Trainer

Madison, WI • Remote

DataAnnotation
Computing Infrastructure Providers, Data Processing, Web Hosting • 10K+ employees
Learn more about DataAnnotationexternal

$50 - $100/hr

Contractor

Re-posted 12 days ago

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

#finance

Working at DataAnnotation

Perks for workers

  • Work From Anywhere

  • Set Your Own Hours

  • Competitive Pay

  • Learn Valuable AI Skills

  • No Meetings. No Commute.

  • Work on Your Schedule

  • Make a Real-World Impact

What to expect from working at DataAnnotation

From DataAnnotation