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Associate Financial Planner Jobs in Wisconsin (NOW HIRING)

WI · On-site

$80 - $115/hr

Finance POSITION SUMMARY The FP&A Analyst is responsible for supporting the company's strategic ... business associates. * Professional integrity and accountability. * Work in fast-paced ...

WI · On-site

$80 - $100/hr

FP&A Analyst POSITION SNAPSHOT Type of work: Hybrid Type of contract: Open-ended/permanent Full/Par ... associate brand products and solutions to address the needs of a broad range of customers and ...

WI · On-site

$90 - $120/hr

Headquartered in Middleton WI, we have 6,000 associates with locations in North America, Europe ... Lead end-to-end financial planning, including VCP, Annual Budget, and quarterly forecast cycles

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 ...

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 ...

WI · On-site

$48 - $90/hr

Grow** advisory, financial planning, and insurance business through proactive business development ... Support** and educate bank associates to strengthen referral opportunities and client engagement.

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 ...

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 ...

$60 - $140/hr

Grow advisory, financial planning, and insurance business through proactive business development ... Support and educate bank associates to strengthen referral opportunities and client engagement.

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) ...

Financial Advisor

Mequon, WI · On-site

$120 - $210/hr

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

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 ...

Showing results 41-60

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 Sep 5, 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.

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:

Infographic showing various Associate Financial Planner job openings in Wisconsin as of August 2026, with employment types broken down into 85% Full Time, 13% 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 Planning Analyst

Jonah Energy

WI • On-site

$80 - $115/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago


Job description

Job DetailsJob Location: South Texas Corporate Office - Houston, TX 77055Position Type: Full TimeEducation Level: 4 Year DegreeTravel Percentage: NegligibleJob Shift: DayJob Category: Finance

POSITION SUMMARY

The FP&A Analyst is responsible for supporting the company’s strategic goals and objectives within the Financial Planning & Analysis and Treasury group from our Houston office. The position supports cash flow forecasting, budgeting, variance analysis, treasury activities, and A&D evaluations.

ESSENTIAL RESPONSIBILITIES
  • Support FP&A and Treasury objectives.
  • Assist with annual budget process, forecast updates, production and capital performance tracking, and variance analysis
  • Assist with acquisition, divestiture, and business development analyses, including financial modeling, valuation support, and presentation materials
  • Prepare executive and board materials.
  • Provide reporting to leadership.
  • Monitor bank accounts, cash receipts/disbursements and cash flow forecasts.
  • Support debt administration, covenant calculations and treasury reporting.
  • Maintain respectful and productive working relationships within and across all work groups, ensuring effective collaboration and cooperation.
  • Foster a work environment that is consistent with the company’s Purpose, Vision & Core Values.
OTHER DUTIES
  • Perform other duties and projects assigned to support the success of the department and company
SUPERVISORY RESPONSIBILITIES
  • None
QualificationsREQUIRED KNOWLEDGE, SKILLS, AND ABILITIES
  • Advanced Microsoft Office skills including Excel and PowerPoint.
  • Financial modeling and accounting knowledge.
  • Strong analytical, communication and problem-solving skills.
  • Ability to manage multiple priorities and deadlines.
  • Excellent verbal and written communication skills; effectively converse with all levels of the company, customers, business associates.
  • Professional integrity and accountability.
  • Work in fast-paced, collaborative environment.
REQUIRED EDUCATION AND QUALIFICATIONS
  • Bachelor’s degree in Finance, Economics, Statistics or similar.
  • 2+ years finance/accounting experience. Oil & Gas experience preferred.
  • 2+ years analytical experience.
REQUIRED CERTIFICATIONS AND LICENSES
  • None
PREFERRED KNOWLEDGE, SKILLS, AND ABILITIES
  • Previous experience in Oil and Gas Exploration & Production.
  • Experience with Concur.
  • Knowledge of, and experience with, Oil & Gas accounting and GAAP principles.
  • Previous experience with cash management and treasury duties.
  • Good presentation skills.
  • Previous experience with variance analysis.
PREFERRED EDUCATION AND QUALIFICATIONS
  • 2+ years of complex analytical experience in the Oil and Gas industry.
PREFERRED CERTIFICATIONS AND LICENSES
  • None
POSITION SCOPE & IMPACT
  • Individual contributor with impact on department and company.
WORK ENVIRONMENT
  • Work in a climate-controlled office and routinely use standard office equipment.
TRAVEL
  • Up to 5%, as business requires.
PHYSICAL REQUIREMENTS
  • Remain in a seated position – 80%
  • Speak and hear clearly – 100%
  • Lift office products and supplies, up to 20lbs. – 10%
  • Stoop, kneel, bend and reach – 10%
  • Dexterity to write and manipulate keyboard and mouse – 100%

Jonah Energy determines the salary level for potential new employees by considering a candidate's experience, skills, and education, along with the position's work location, external market conditions and internal pay equity.

This position is eligible for a 9/80 hybrid work schedule after 30-days of employment. Work is performed at office on Tuesdays through Thursdays, remote work on Mondays and Fridays.

We offer a comprehensive benefit package including generous PTO, 401k match and discretionary profit sharing, tuition assistance, professional development, and eligibility for short- and long-term incentive program. Additionally, eligible employees may enroll in health, dental, vision and life insurance on their first day of employment and elect from several voluntary group benefits.

As an employee you have the opportunity to make a difference in a company where your position is critical to project success!

It has been and will continue to be the policy of Jonah Energy LLC not to discriminate against any employee or applicant for employment because of their race, color, religion, national origin, age, sex, sexual orientation, gender identity, gender expression, veteran status, disability, or other legally protected status. Employment is contingent upon successful completion of pre-employment screenings.

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