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Associate Financial Planner Jobs in Milwaukee, WI

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

Specialized areas of emphasis include financial planning, portfolio management and analysis and/or ... the Associate Financial Advisor role * Must hold SIE, Series 7/66 or Series 7/63/65 licenses

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on ... Sit in on financial planning meetings with clients in partnership with other team members * Support ...

Gehc

Associate Finance Director

Waukesha, WI · On-site

$117K - $176K/yr

Summary The Associate Finance Director supports financial management, controllership, and planning ... This role blends day-to-day controllership ownership with FP&A leadership, partnering cross ...

Drake & Associates

Financial Advisor

Mequon, WI · On-site

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

Drake & Associates

Financial Advisor

Waukesha, WI · On-site

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

UMB Financial

Retirement Client Advisor

Milwaukee, WI

$141K - $207K/yr

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) ...

Drake and Associates

Financial Advisor

Mequon, WI · On-site

$100K - $250K/yr

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

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

Associate Financial Planner information

See Milwaukee, WI salary details

$44.8K

$82.7K

$110.8K

How much do associate financial planner jobs pay per year?

As of Aug 16, 2026, the average yearly pay for associate financial planner in Milwaukee, WI is $82,667.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,900.00 and $98,500.00 per year, depending on experience, location, and employer.

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 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.

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 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.

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.
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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Milwaukee, 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 $82,667 per year, or $39.7 per hour.

Associate Financial Planner

Lakeshore Financial Group

Milwaukee, WI

$100K/yr

Full-time

Re-posted 18 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$75,000 - $100,000 at plan earnings


Responsibilities:
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

What You'll Do:

  • Build relationships with potential clients and understand their financial needs
  • Present and explain products and solutions
  • Guide clients through the application and policy issuance process
  • Provide ongoing support and service to clients
  • Attend training and development sessions

Qualifications:
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • A required Bachelor’s degree in business administration, finance, or similarly related field

Who We're Looking For:

  • College degree or equivalent experience required
  • Highly motivated and self-driven individuals
  • Excellent communication and interpersonal skills
  • A passion for helping others
  • A strong work ethic and a desire to succeed
  • Sales experience is a plus, but not required. We are willing to train the right person
  • Must be able and willing to obtain a life insurance license
  • This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support


Why Join Us?

  • Be part of a supportive and collaborative team
  • Represent a reputable and respected company
  • Enjoy the flexibility and freedom of a self-driven career
  • Make a positive impact on the lives of others
  • Earn a competitive income

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.