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Associate Financial Planner Jobs in Pleasant Prairie, WI

AbbVie

Finance Lead, FP&A - US Site Ops

North Chicago, IL · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Purpose The Finance Lead, FP&A - US Site Ops reports to the Associate Director, Finance - US Site Ops & EHS and provides financial leadership and business support for the close, financial planning ...

ULINE

Associate Supply Planner

Kenosha, WI · On-site

  • Medical

  • Retirement

  • PTO

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

Associate Supply Planner

Pleasant Prairie, WI · On-site

  • Medical

  • Retirement

  • PTO

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

Associate Supply Planner

Pleasant Prairie, WI · On-site

  • Medical

  • Retirement

  • PTO

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

Associate Supply Planner

Pleasant Prairie, WI

  • Medical

  • Retirement

  • PTO

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

Associate Supply Planner

Waukegan, IL

  • Medical

  • Retirement

  • PTO

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.

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

... planning concepts to address client objectives through a purposeful discovery process ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...

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Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Pleasant Prairie, WI

Associate Financial Planner information

See Pleasant Prairie, WI salary details

$44.1K

$81.3K

$109K

How much do associate financial planner jobs pay per year?

As of Aug 16, 2026, the average yearly pay for associate financial planner in Pleasant Prairie, WI is $81,318.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,700.00 and $96,900.00 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.
More about Associate Financial Planner jobs

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

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

Associate Financial Planner jobs near you

Financial Planning Analyst/Financial Planning Associate

Northwestern Mutual - Greater Chicago

Vernon Hills, IL

$65K - $85K/yr

Full-time

Re-posted 8 days ago

Job description

Job Opportunity: Financial Planning Analyst/Financial Planning Associate – Finance Team Member

Location: Vernon Hills, IL

Job Type: Full-Time

Industry: Finance

Salary: Competitive, based on experience

Company Description

Northwestern Mutual is a client-centric finance firm specializing in providing full-spectrum financial strategies to individuals, families, and small institutions. Our team of professionals is dedicated to offering comprehensive services, including investment management, financial planning, risk management, and more. We are committed to upholding the highest fiduciary standards, ensuring that our clients’ best interests are always at the forefront.

In 2026, Northwestern Mutual was again named one of the World's Most Admired Companies® in its industry according to Fortune's annual survey. Additionally, the Fortune 500® ranking is among the most recognized measures of financial success. Being #109 in 2026 affirms that Northwestern Mutual is among America's premier companies.

Role Description

This is a full-time on-site role for a Financial Planning Analyst with Kevin Londos Team, Northwestern Mutual in Vernon Hills, IL.

We are seeking an experienced and detail-oriented financial planning professional with at least three years of industry experience who is either a CFP® professional or actively pursuing the CFP® designation. This role is designed for individuals who enjoy the technical aspects of wealth management and financial planning and prefer a non-sales, non-client acquisition career path.

The Financial Planning Analyst will provide analytical and planning support to the advisory team through retirement analyses, investment proposals, insurance illustrations, portfolio reviews, and case preparation. This individual will play a key role in helping deliver comprehensive wealth management solutions while working primarily behind the scenes.

The responsibilities of this position include, but are not limited to, the following:

Responsibilities

  • Prepare and maintain comprehensive financial plans.
  • Conduct retirement income and cash flow analyses.
  • Analyze investment statements, account holdings, and portfolio allocations.
  • Develop investment proposals and portfolio recommendations.
  • Prepare meeting materials and case analyses for advisors and client review meetings.
  • Run life insurance, disability insurance, and investment illustrations.
  • Support planning recommendations involving retirement accounts, including IRAs, Roth IRAs, 401(k)s, and qualified plans.
  • Organize and summarize client financial data and documentation.
  • Research planning strategies and assist with implementation.
  • Collaborate with advisors and operations personnel to ensure a high-quality client experience.
  • Maintain accurate and organized planning files and records.
  • Stay current on industry developments, tax laws, retirement planning, and investment concepts.

Qualifications

  • Minimum 3 years of experience in wealth management, financial planning, or financial services
  • Bachelor’s degree in finance, Economics, Accounting, or related field required.
  • SIE, Series 6 & 63, Series 7 – required
  • Certified Financial Planner (CFP) designation preferred or active CFP candidate
  • Strong understanding of investments, portfolio construction, and retirement planning.
  • Exceptional analytical, organizational, communication and time-management skills.
  • Self-motivated individual with a team-orientated focus.  
  • Expertise in Microsoft Office and related financial software systems.

 

Compensation

  • Salary range: $65,000–$85,000 annually, depending on experience, credentials, and qualifications.
  • Performance-based bonus opportunities may be available.
  • Opportunities for continuing education and professional development.

Ideal Candidate

The ideal candidate enjoys the technical and analytical side of wealth management, is highly organized, and is passionate about delivering exceptional planning support. This position is intended for professionals seeking a long-term, specialized career path focused on financial planning and portfolio analysis rather than business development or lead advisory responsibilities.

Apply