ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Wisconsin (NOW HIRING)

NFP Corp

Associate, Advisor

Madison, WI

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Provide support to Advisors in all areas of financial planning. * Initiate and field client calls ...

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Provide support to Advisors in all areas of financial planning. * Initiate and field client calls ...

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Provide support to Advisors in all areas of financial planning. * Initiate and field client calls ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess ...

Drake & Associates

Financial Advisor

Mequon, WI · On-site

Financial Advisor -- Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Drake & Associates

Financial Advisor

Waukesha, WI · On-site

Financial Advisor -- Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

UMB Financial

Retirement Client Advisor

Milwaukee, WI

$141K - $207K/yr

Certified Financial Planner - CFP - Certified Financial Planner Board of Standards, Inc. This ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Drake and Associates

Financial Advisor

Mequon, WI · On-site

$100K - $250K/yr

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Drake and Associates

Financial Advisor

Waukesha, WI · On-site

$100K - $250K/yr

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Drake and Associates

Financial Advisor

Waukesha, WI · On-site

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Drake and Associates

Financial Advisor

Mequon, WI · On-site

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

previous page

Showing results 41-60

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 16, 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 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

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, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $84,690 per year, or $40.7 per hour.

Financial Advisor - Oconomowoc

Associated Bank - Corp

Sussex, WI • On-site

$400K/yr

Other

Retirement, PTO

Posted 15 days ago

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

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.

Associated Bank is seeking a Financial Advisor to help clients achieve their financial goals through personalized investment, insurance, and financial planning solutions. In this role, you'll build and deepen client relationships, grow an established book of business, and collaborate with banking and wealth management partners to deliver a comprehensive client experience. This is an excellent opportunity for an experienced advisor looking to expand their impact and grow within a collaborative wealth management environment.
  • Develop and strengthen client relationships by delivering holistic financial planning and investment guidance.
  • Analyze clients' financial goals, needs, and risk tolerance to recommend tailored investment and insurance solutions.
  • Grow advisory, financial planning, and insurance business through proactive business development and referral partnerships.
  • Partner with banking, trust, and private banking colleagues to deliver comprehensive wealth management solutions.
  • Maintain expertise in investment products, insurance strategies, market trends, and financial planning best practices.
  • Ensure all client transactions and documentation are completed accurately and in compliance with regulatory requirements.
  • Support and educate bank associates to strengthen referral opportunities and client engagement.
  • Deliver exceptional service that enhances client satisfaction, retention, and long-term loyalty.
Education & ExperienceRequired
  • Bachelor's degree in Business, Finance, or a related field.
  • 3+ years of investment and insurance sales experience.
  • Demonstrated success developing advisory and fee-based business.
  • Existing significant book of business with trailing annual production of approximately $250,000+.
  • Series 7 license.
  • Series 63, Series 65, or Series 66 license.
  • Life, Health, and Variable Insurance License.
  • Reliable transportation and ability to travel throughout the assigned market.
Preferred
  • 5+ years of investment and insurance sales experience.
  • Existing significant book of business with trailing annual production of approximately $400,000+.
  • Advanced financial planning expertise and advisory business development experience.
  • Certified Financial Planner (CFP) designation.
  • Chartered Financial Analyst (CFA) designation.

Note: This position requires a criminal background and credit check because it is a FINRA-registered role.

Why You'll Love Working Here

At Associated Bank, you'll join a collaborative team that values relationship building, professional growth, and client-centered advice. You'll have opportunities to expand your expertise, partner with experienced wealth management professionals, and make a meaningful difference in the financial lives of your clients. Apply today to make an impact.

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.


For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.


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.

What Associated Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply