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

Santander is a global leader and innovator in the financial services industry and is evolving from ... Participating in strategic planning and business management for the Digital Infrastructure business ...

Administrative Associate Director

Madison, WI · On-site

$17.75 - $22/hr

Engages in strategic planning and policies to ensure the strategic direction supports the needs of ... Experience tracking financial commitments and preparing financial analyses and reports.

Deli Associate

Madison, WI · On-site

$14.50 - $17.50/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...

Deli Associate

Madison, WI

$14.50 - $17.50/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...

Bakery Associate

Madison, WI · On-site

$14.50 - $17.75/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...

Deli Associate

Madison, WI · On-site

$14.50 - $17.50/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...

Deli Associate

Madison, WI · On-site

$14.50 - $17.50/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...

Deli Associate

Madison, WI · On-site

$14.50 - $17.50/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...

Deli Associate

Madison, WI · On-site

$14.50 - $17.50/hr

... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...

Showing results 41-60

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.

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:

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 Specialist - Continuing Education - Camps and Conferences

UW-Whitewater

Whitewater, WI • On-site

$60.17/hr

Other

Posted 5 days ago


Job description

Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.

Position Title: Financial Specialist - Continuing Education - Camps and Conferences

Job Category: University Staff

Employment Type: Regular Job

Profile: Financial Specialist II

The Department of Continuing Education in the College of Graduate Studies and Continuing Education at UW-Whitewater seeks a Financial Specialist (Financial Specialist II).

Join the Camps and Conferences team in successfully hosting over 10,000+ youth and adults annually through camps, conferences, events and lessons. This position supports the unit by being the primary person responsible for all financial operations. The role also prepares, analyzes, and distributes financial reports to monitor budgets, revenue, expenses, and overall program performance.

In addition, this position works closely with program staff, vendors, and the finance team to resolve billing inquiries, maintain accurate financial records, support budget planning, and ensure the smooth and efficient financial administration of all Camps and Conferences activities.

This is a full-time, 12-month position.

Key Job Responsibilities
  • Processing and maintaining accurate billing and invoicing.
  • Creates general reporting for transactions.
  • Audits or processes advanced transactions and assigns funding codes in accordance with established rules, regulations and policies.
  • Audits or reconciles original purchase documents with payments.
  • Reallocates expenses to appropriate funding strings.
  • Overseeing accounts payable by reviewing and paying vendor invoices in a timely manner.
  • Reconciling financial transactions, and ensuring compliance with organizational financial policies and procedures.
  • Reviews transaction processing internal controls and recommends policies and procedures.
  • Produce final accountings for each unique event.
  • Manage the hire and payroll for all employees.

Department: Continuing Education- Camps and Conferences

Compensation: Well-qualified candidates can expect a starting hourly wage within a range of $21/hr - $24/hr. UW System employees receive an excellent benefit package. To learn more about the UW System's comprehensive benefit package, review the UW System Employee Benefits Brochure.

Required Qualifications
  • High School Diploma at time of application
  • 2 years of professional experience
  • Working knowledge of Microsoft products (Outlook, Excel, Word, etc.)
Preferred Qualifications
  • Associate's degree in business or a related field
  • Experience using WorkDay software for human resources and/or finance
  • Experience in a higher education environment
Knowledge, Skills and Abilities
  • Willingness and ability to be an active participant in following applicable safety rules and regulations including necessary training and drills.
  • Ability to interact respectfully with people from diverse socioeconomic, cultural and ethnic backgrounds.
Conditions of Appointment

University of Wisconsin-Whitewater does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources. UW-Whitewater is not an e-verify employer, therefore STEM extensions are not options for work authorization.

Campus Information

UW-Whitewater is a thriving public university located in southeastern Wisconsin. It leads the way in providing world-class, affordable higher education programs to more students than neighboring regional comprehensives in the University of Wisconsin System. A collaborative team of 1,300 faculty and staff are devoted to the success of the university’s 11,500 students at its main and Rock County campuses. The team provides high-impact practices and academic programs — online and in person — from associate to doctoral levels. Recognized nationally for affordability, inclusion, and career development, UWW serves approximately one-third first-generation students and boasts strength in many areas, especially business and education. The campus and community embrace the Warhawk Family spirit, supporting the university’s arts and nationally recognized NCAA Division-III level championship athletics. As a proud institution of access, more than 10 percent of undergraduate students use the acclaimed Center for Students with Disabilities — a priority mission since the 1970s. UW-Whitewater's campuses are located centrally near Milwaukee, Madison, and Chicago, offering easy access to the cultural and commercial opportunities of major metropolitan areas. Near both Lake Geneva and the Wisconsin Dells, the area attracts numerous visitors from across the country. Whitewater is a vibrant college community near the Kettle Moraine State Forest offering area residents seasonal outdoor enjoyment. The nearby Rock County campus is located in Janesville, a town of 60,000 located on the Rock River and known as Wisconsin’s Park Place.

Organization Information

The University of Wisconsin-Whitewater is part of the 13-campus Universities of Wisconsin (https://www.wisconsin.edu). Wisconsin Statute 19.36(7)(b) provides that applicants may indicate in writing that their identity should be kept confidential. In response to a public records request, the University will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful final candidate will be released. See Wisconsin Statute 19.36(7)(a). Per Regent Policy Document 20-19, University of Wisconsin System Criminal Background Check Policy and Universities of Wisconsin Administrative Policy 1275 Recruitment Policies, UW-Whitewater requires criminal background checks as a contingency to employment. A criminal background check will be conducted prior to an offer of employment. All final candidates must be asked, prior to hire, whether they have been found to have engaged in, are currently under investigation for, or left employment during an active investigation in which they were accused of sexual violence or sexual harassment. When obtaining employment reference checks, these same sexual violence or sexual harassment questions must also be asked. The University of Wisconsin-Whitewater requires that all employees be active participants in following applicable safety rules and regulations including necessary training and drills. For UW-Whitewater Campus safety information and crime statistics/annual Security Report, see Annual Security and Fire Safety Report if you would like a paper copy of the report please contact the UW-Whitewater Police at 262-472-4660.

UW IS AN EQUAL OPPORTUNITY EMPLOYER

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.

Contact Information: For questions regarding this position, please contact: Susie Feuerstein Outreach Program Manager 262-472-3192 feuersts@uww.edu. If you have questions regarding this recruitment or if you are unable to complete the application online due to a disability or system problem, please contact us at (262) 472-1024 or hr@uww.edu.

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