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Associate Financial Planner Jobs in Wisconsin (NOW HIRING)

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include financial planning, portfolio construction ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Refine proficiency in financial planning software. * Maintain basic knowledge of KRW model ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Refine proficiency in financial planning software. * Maintain basic knowledge of KRW model ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Wisconsin

Associate Financial Planner information

See Wisconsin salary details

$45.9K

$84.7K

$113.6K

How much do associate financial planner jobs pay per year?

As of Jun 13, 2026, the average yearly pay for associate financial planner in Wisconsin is $84,690.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $100,900.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
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Associate Financial Planner jobs near you
Associate Financial Advisor

Associate Financial Advisor

Baird

Milwaukee, WI • On-site

Full-time

Posted 16 days ago

Baird rating

8.6

Company rating: 8.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

About the Role:
The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include financial planning, portfolio construction and analysis, and investment research.
The DDK Group is a highly motivated, service-oriented team serving a select group of ultra-high-net-worth families nationwide. Their culture is grounded in a service above self philosophy, collaborative teamwork, and open, honest communication. Providing comprehensive wealth management services including strategic asset allocation, portfolio monitoring, financial and tax planning, retirement and education planning, estate and insurance planning, and charitable strategies.
They are seeking a thoughtful, self aware professional who shares the team's commitment to putting clients first and contributing positively to a high-performing team culture.
The Impact You'll Make:
  • Review, research and analyze data to create customized, annual financial plans for clients.
  • Deliver the financial plan to clients in partnership with the team.
  • Connect with next generation clients through planning.
  • Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing Baird's team of experts.
  • Utilize planning results to identify the best investment solutions to implement the plan.
  • Assist with marketing efforts, such as a newsletter or LinkedIn presence
  • Research relevant news articles related to the topics covered in a client's plan to share with them.
  • Serve as a team specialist for queries on financial planning topics and consult with the Financial Advisor Team on specific client scenarios.
  • Monitor and track business performance
  • Operate within the team's client service and wealth management strategy to ensure high quality client service.
  • Engage the client/prospect, frame the discussion, and convey the team mission
  • Performs other duties and special projects as necessary.

What You'll Bring to Baird:
  • Must have an undergraduate degree with a strong academic record, preferably in Finance, Accounting, Economics or Equivalent.
  • Minimum of three years of investment experience in a client-facing role.
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses or be willing to study and obtain within 6 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will vary.
  • Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e, CFP, CPWA, CFA, CPA) within one year of assuming the Associate Financial Advisor role or demonstrate high-level education equivalent (i.e, JD)
  • Excellent presentation skills, very strong interpersonal and written communication skills.
  • Strong computer and analytical skills, especially in Excel
  • Knowledge of Power BI would be a plus
  • Detail oriented with an emphasis on accuracy
  • Intellectual curiosity
  • Ability to lead and work independently on complex tasks

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