ZipRecruiter

Log In

1

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

UMB Financial

Wealth Advisor

Madison, WI · On-site

$81K - $120K/yr

The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Flad Architects

Healthcare Planner

Madison, WI · On-site

$54K - $74K/yr

Associates degree in architecture, engineering, planning or related field required; architectural ... Financial health and wellness benefits - retirement savings plan; fiduciary advisor; identity theft ...

Flad Architects

Healthcare Planner

Madison, WI · Hybrid

$54K - $74K/yr

Associates degree in architecture, engineering, planning or related field required; architectural ... Financial health and wellness benefits - retirement savings plan; fiduciary advisor; identity theft ...

Tigre USA Inc

Commercial Controller Analyst Sr

Janesville, WI · On-site

$78K - $98K/yr

Associate Complete in Finance, Business Administration or related field * Desirable Experience: 5+ years of experience in commercial finance, FP&A, or controlling roles, preferable in a manufacturing ...

Tigre USA Inc

Commercial Controller Analyst Sr

Janesville, WI · On-site

$78K - $98K/yr

Associate Complete in Finance, Business Administration or related field * Desirable Experience: 5+ years of experience in commercial finance, FP&A, or controlling roles, preferable in a manufacturing ...

previous pagenext page

Showing results 21-40

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Madison, WI

Associate Financial Planner information

See Madison, WI salary details

$45.8K

$84.5K

$113.4K

How much do associate financial planner jobs pay per year?

As of Sep 7, 2026, the average yearly pay for associate financial planner in Madison, WI is $84,545.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,600.00 and $100,800.00 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 Madison, WI?

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

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

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

What job categories do people searching Associate Financial Planner jobs in Madison, WI look for?

The top searched job categories for Associate Financial Planner jobs in Madison, WI are:

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Madison, WI as of August 2026, with employment types broken down into 80% Full Time, 16% Part Time, 2% Temporary, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $84,558 per year, or $40.7 per hour.

Financial Consultant- Madison, WI

Fidelity Investments

Madison, WI • On-site

Full-time

Re-posted 29 days ago

Key responsibilities

  • Engage face-to-face with clients to provide mentorship and personalized financial planning.

  • Help expand the firm's brand reach by nurturing relationships with an existing client base.

  • Introduce clients to different investment strategies and bring together additional client assets.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
  • Proven success in building relationships, uncovering needs, and recommending solutions
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
  • Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Coachable, collaborative, and curious are key attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, takes initiative and exceeds customer expectations
  • Extensive knowledge of investment solutions

The Team
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply