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Associate Financial Planner Jobs in Wisconsin (NOW HIRING)

Kimberlyclark

Finance Manager - Corporate FP&A

Neenah, WI · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

This role reports the Associate Finance Director, Enterprise FP&A, and is located in the Dallas World Headquarters. In this role, you will: * Lead Forecast consolidation * Own Anaplan forecast ...

Kimberly-Clark

Finance Manager - Corporate FP&A

Neenah, WI · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

This role reports the Associate Finance Director, Enterprise FP&A, and is located in the Dallas World Headquarters. In this role, you will: * Lead Forecast consolidation * Own Anaplan forecast ...

Kimberly-Clark

Finance Manager - Corporate FP&A

Neenah, WI · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

This role reports the Associate Finance Director, Enterprise FP&A, and is located in the Dallas World Headquarters. In this role, you will: * Lead Forecast consolidation * Own Anaplan forecast ...

Savant Insights

Associate Advisor - Middleton, WI

Middleton, WI · On-site

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing ...

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

... planning processes * Successfully pass Comprehensive Capstone Project Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and ...

Gehc

Associate Finance Director

Waukesha, WI

$117K - $176K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Summary The Associate Finance Director supports financial management, controllership, and planning ... This role blends day-to-day controllership ownership with FP&A leadership, partnering cross ...

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Showing results 21-40

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 Aug 17, 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 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.

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.

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.

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 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.

More about Associate Financial Planner jobs

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 are popular job titles related to Associate Financial Planner jobs in Wisconsin?

For Associate Financial Planner jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Associate Financial Planner jobs in Wisconsin look for?

The top searched job categories for Associate Financial Planner jobs in Wisconsin are:

What cities in Wisconsin are hiring for Associate Financial Planner jobs?

Cities in Wisconsin with the most Associate Financial Planner job openings:

What are popular job titles related to Associate Financial Planner jobs in WI?

For Associate Financial Planner jobs in WI, the most frequently searched job titles are:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $84,690 per year, or $40.7 per hour.

Associate Wealth Advisor - Financial Planning Center

Cliftonlarsonallen

Stevens Point, WI • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 6 days ago

CliftonLarsonAllen rating

6.7

Company rating: 6.7 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

20th of 22 rated bookkeepers and accountants

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire Associate Wealth Advisors in Milwaukee, WI

Summary:

This role provides centralized financial planning support to advisors across the firm. You will deliver centralized planning expertise to Wealth Advisors and Senior Wealth Advisors, turning complex data into clear, actionable plans. With a focus on plan construction, analysis, and ongoing optimization, you collaborate closely with local advisory teams to deliver consistent, high-quality, and scalable planning solutions that reflect firmwide standards and best practices-and make a real difference for clients.

This role reports functionally within the Financial Planning Center. Associates work closely with Principals, Directors, Senior Wealth Advisors, Wealth Advisors, and Associate Wealth Advisors. Primary collaboration is internal and advisor-facing, with direct client interaction increasing over time.

Essential Job Functions:
Financial Planning: Build powerful, end-to-end financial plans that drive real client decisions. Use firm-approved tools to craft integrated strategies across retirement, cash flow, insurance, estate, tax, and investments. Turn complexity into clarity through advanced modeling, scenario analysis, and stress testing. Partner directly with Wealth Advisors and Senior Wealth Advisors to deliver
timely, high-impact planning solutions that elevate client conversations and outcomes-while
maintaining the highest standards of accuracy and compliance.
Investments/Insurance: Analyze investment and insurance information to support smart, goal-aligned recommendations within each client's total financial plan. Assist Wealth Advisors in evaluating strategy design, portfolio oversight, and long-term progress. Track trends, synthesize data, and help shape planning strategies that keep clients confidently moving toward their goals.
Internal Advisor Support: Partner with Wealth Advisors to solve complex planning challenges, anticipate servicing needs, and prepare polished financial plans for client meetings. Sharpen plan presentation skills and help elevate advisor-client discussions. Drive innovation within the Financial Planning Center by identifying ways to improve efficiency, accuracy, and scalability.
Leverage modern planning software and emerging technology to streamline workflows and maximize impact.

Minimum Required Experience, Education, and Certifications

Experience

None required
1 year experience preferred

Education: Bachelor's degree in Accounting, Finance, or a related field.

Bachelor's degree is required. Combination of relevant experience, education, and training may
be accepted in lieu of degree.
Bachelor's degree in Accounting, Finance or a related field is preferred.

Certifications/Licenses: FINRA Series 65 or 66 Required.

Series 65 certification required (New hires will have 180 days to obtain this certification. If they do not obtain the certification in that timeframe and/or they fail after their third attempt, their employment will be terminated.)

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.


To view a complete list of benefits, click here.


What CliftonLarsonAllen employees say

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About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

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