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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

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 · 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 ...

Wisconsin

Financial Specialist III

Madison, WI · On-site

Maintain miscellaneous accounts receivable records within the ERP system. Responsible for running ... Associate degree in business administration, finance, accountingor related field, or 3-5years of ...

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

Associate Financial Planner information

See Madison, WI salary details

$45.9K

$84.6K

$113.4K

How much do associate financial planner jobs pay per year?

As of Aug 16, 2026, the average yearly pay for associate financial planner in Madison, WI is $84,558.00, 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.

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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 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $84,558 per year, or $40.7 per hour.

Manager, Financial Planning & Analysis

Springs Window Fashions

Middleton, WI • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Springs Window Fashions rating

6.7

Company rating: 6.7 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

Description
Manager, Financial Planning & Analysis - Consumer Business Unit
Job Summary
Springs Window Fashions is a leader in the custom window treatment industry since 1939. Headquartered in Middleton WI, we have 6,000 associates with locations in North America, Europe, and Asia. Our custom window treatments are available under the Bali, Graber, SunSetter and Mecho brands in nearly every major retailer, in thousands of designer showrooms, and showcased in large commercial buildings. Our company has made significant investments to become a leader in product innovation. As North America's premier window covering company, we're committed to creating a "Best Experience" for our consumers, channel partners and associates. We are bringing new innovations to the market at an accelerated pace and have a variety of offerings to consumers who want to improve their home décor.
Springs Window Fashions (SWF) is seeking a Finance Manager to serve as the lead finance business partner to the Consumer Business Unit (BU), driving financial performance, planning, and decision support across the portfolio. This role owns end-to-end financial management for the Consumer BU, including demand, revenue, margin, and cost performance, and leads core planning processes including Value Creation Plan (VCP), Budget, and quarterly forecast. The Finance Manager will translate complex financial data into clear, actionable insights and play a key role in shaping commercial strategy, pricing, and investment decisions. The role partners closely with Business Unit (BU) leadership, Commercial teams, Product Management, Operations, Supply Chain, Procurement, and Finance leadership, and is expected to influence decisions and drive outcomes, not just report results.
Key Responsibilities
Business Unit (BU) Finance Leadership
  • Serve as the primary finance leader for the Consumer Business Unit (BU)
  • Partner with BU leadership to drive revenue growth, margin expansion, and profitability
  • Provide clear, decision-oriented insights to support strategic and operational decisions

Planning, Demand, Revenue & Cost Management
  • Lead end-to-end financial planning, including VCP, Annual Budget, and quarterly forecast cycles
  • Own the demand and revenue plan for the Consumer channel, ensuring alignment between demand assumptions, channel strategy, and financial outcomes
  • Partner with Demand Planning to reflect commercial initiatives in the forecast
  • Own planning for standard COGS and direct expenses, ensuring alignment with operational and demand plans
  • Drive price-cost neutrality through pricing actions and Gross-to-Net management (rebates & allowances)
  • Deliver driver-based analysis across volume, price, mix, and cost drivers

Sales Incentive Plan (SIP) Ownership
  • Own design, financial modeling, and tracking of the Sales Incentive Plan (SIP)
  • Manage quarterly targets, monthly accruals, and quarterly true-ups
  • Ensure alignment with revenue, demand, and margin objectives

Performance Management & Executive Communication
  • Own Monthly Operating Review (MOR and MOR+) content
  • Present results to Springs SLT on a monthly and quarterly basis
  • Prepare financial narratives linking demand, revenue, cost, and margin performance
  • Produce reporting across revenue streams, forecast customers, and product lines
  • Communicate results on a monthly and routine cadence, including channel and company performance

Business Case Governance & Profitability Analysis
  • Review and approve business cases, pro formas, and discounted cash flow (DCF) analysis
  • Ensure assumptions are credible and aligned to standards
  • Evaluate profitability drivers across customers, channels, and product lines

Cross-Functional Partnership
  • Partner with Commercial, Product Management, Operations, Supply Chain, and Procurement
  • Ensure alignment between business actions and financial outcomes

Team Leadership & Development
  • Manage one direct report, including day-to-day direction and performance management
  • Coach and develop team capability in technical and business areas
  • Ensure high-quality, timely outputs across planning and reporting
  • Foster a culture of ownership and continuous improvement

Requirements
Education & Experience
  • Bachelor's degree in finance, Accounting, or related field (MBA or CPA a plus)
  • 6+ years of experience in FP&A, Business Unit finance, or commercial finance
  • Experience working with large big-box retailers and supporting customer or channel-specific financial needs.
  • Strong experience supporting core financial planning cycles, including month-end close, budgeting, forecasting, and performance analysis.

Knowledge, Skills & Abilities
  • Advanced financial modeling and analytical skills, including variance analysis, bridge analysis, and proforma modeling.
  • High proficiency in Excel (financial modeling, look-ups, pivot tables; Power Query a plus) planning systems (e.g., OneStream).
  • Demonstrated ability to analyze complex, mixed datasets and clearly communicate insights to both finance and non-finance stakeholders.
  • Proven ability to influence, collaborate, and build trust with cross-functional partners.
  • Highly organized with strong time-management skills, attention to detail, and a strong sense of ownership.
  • High learning agility, intellectual curiosity, and a continuous improvement mindset

Success Profile
  • Acts as a true business partner
  • Owns demand → revenue → pricing → cost → margin
  • Delivers executive-ready insights
  • Brings clarity to complex decisions
  • Drives accountability and performance

How We Work to Deliver a Best Experience: Our Culture
  • Our Core Value: We do the right thing, always
  • Our Seven Cultural Behaviors
    • Empowerment - We trust our people.
    • Ownership - We take 100% responsibility for our roles actions, and results.
    • Leadership - We all lead by example and talk direct with respect (DWR).
    • One Team - We are One Springs Team.
    • Customer First - We consider our customers' needs before every decision.
    • Continuous Innovation - We are constantly learning, innovating, and improving.
    • Speed - We define priorities and operate with a sense of urgency and agility.

Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan with up to 5% company match of eligible contributions, life insurance, long-term disability insurance, short-term disability insurance, paid vacation time, paid holidays, and one paid volunteer day off per year.
This posting is anticipated to remain open until a qualified candidate is hired.

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