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Associate Financial Planner Jobs in Milwaukee, WI

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 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 ...

Drake and Associates

Financial Advisor

Waukesha, 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 ...

Drake and 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 ...

Drake and 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

$150 - $230/hr

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

KOHLS

Associate Planner

Menomonee Falls, WI · On-site

About the Role As Associate Planner you will directly influence your buying office's ability to meet financial plans and ensure customer satisfaction. You will build brand category plans from the ...

UMB Financial

Wealth Advisor

Milwaukee, 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) ...

Regal Rexnord

FP&A Analyst

Milwaukee, WI · Hybrid

The FP&A Analyst is a critical member of the Corporate FP&A team. This high-visibility role will ... 000 associates around the world who help create a better tomorrow by providing sustainable ...

UMB Financial Corporation

Wealth Advisor

Milwaukee, 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) ...

Uline, Inc.

Associate Supply Planner

Union Grove, WI · On-site

Associate Supply Planner Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Stay ... Supply Chain or Finance major a plus. * Detail-oriented and comfortable working with numbers.

Uline, Inc.

Associate Supply Planner

Racine, WI · On-site

Associate Supply Planner Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Stay ... Supply Chain or Finance major a plus. * Detail-oriented and comfortable working with numbers.

Uline, Inc.

Associate Supply Planner

Caledonia, WI · On-site

Associate Supply Planner Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Stay ... Supply Chain or Finance major a plus. * Detail-oriented and comfortable working with numbers.

Uline, Inc.

Associate Supply Planner

Racine, WI · On-site

Associate Supply Planner Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Stay ... Supply Chain or Finance major a plus. * Detail-oriented and comfortable working with numbers.

Uline, Inc.

Associate Supply Planner

Bristol, WI · On-site

Associate Supply Planner Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Stay ... Supply Chain or Finance major a plus. * Detail-oriented and comfortable working with numbers.

Uline, Inc.

Associate Supply Planner

Salem, WI · On-site

Associate Supply Planner Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Stay ... Supply Chain or Finance major a plus. * Detail-oriented and comfortable working with numbers.

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Showing results 21-40

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 Sep 6, 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 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

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

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

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

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

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

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 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $82,667 per year, or $39.7 per hour.

Financial Advisor

Drake & Associates

Mequon, WI • On-site

Full-time

Medical, Life

Re-posted yesterday

Job description

Financial Advisor — Guaranteed Appointments, No Prospecting


Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our Retirement Ready Roadmap and seek a driven, client-focused Financial Advisor to join our team in Mequon, WI.


Why You’ll Love This Role

✔ Built-in clients — no prospecting and no cold calling required
✔ Consistent schedule with 7 guaranteed appointments weekly
✔ $200K+ with uncapped earning potential


About This Opportunity
The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firm’s value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships.


How You’ll Make an Impact

  • Develop, present, and implement tailored financial plans
  • Advise clients on annuities, life insurance, long-term care, and managed investments
  • Provide comprehensive financial planning, including investment, insurance, and retirement strategies
  • Cultivate and maintain strong client relationships


What We’re Looking For

  • Active Life & Health license
  • Series 65 or Series 66 and 7 licenses
  • Bachelor’s degree preferred
  • Minimum three years of financial services experience, with an emphasis on sales
  • Strong organizational, analytical, and communication skills (verbal and written)
  • Proficiency with Google Suite; Salesforce experience preferred


What Makes You a Great Fit

  • Initiative and persistence
  • Positive attitude
  • Entrepreneurial mindset
  • Effective local marketing skills
  • Persuasive communication


Ready to make an impact?

If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to apply and join our team at Drake & Associates!