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

Wisconsin

SMPH Finance Director

Madison, WI · On-site

$205K/yr

... financial planning, budgeting, reporting, analytics, and fiscal operations across the School of ... three Associate Directors overseeing shared financial services, budgeting and analytics, and ...

CFS

Controller

Madison, WI

Support executive leadership with strategic financial planning and business initiatives. Qualifications * Bachelor's degree in Accounting preferred (Associate's degree considered); CPA is a plus.

Madison College

Associate Program Advisor

Madison, WI · On-site

$25.21 - $31.51/hr

Knowledge of academic advising principles, such as course planning, transfer pathways, and student ... Knowledge of campus and community resources that support students' academic, financial and personal ...

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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 17, 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.

Wealth Management Associate

Morgan Stanley

Middleton, WI • On-site

Full-time

Re-posted 7 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

31st of 150 rated financial services

Job description

POSITION SUMMARY:
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning
DUTIES and RESPONSIBILITIES:
Client Support:
  • As a senior member of the service team, provide coverage for an FA/PWA/team including:
  • Cultivating relationships with business partners and colleagues internally and externally
  • Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience
  • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
  • Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed
  • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
  • Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members

Business Development & Operational Support:
  • Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
  • At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
  • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
  • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
  • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • 5+ years of work experience in a field relevant to the position required
  • Four-year college degree or professional certification preferred
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
  • Additional product licenses may be required

Knowledge/Skills
  • Strong leadership skills
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Technically proficient and quick learner of new and updated platforms
  • Detail oriented with superior organizational skills and ability to prioritize
  • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multi-task
  • Goal oriented, self-motivated and results driven

REPORTS TO:
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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