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

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 ...

Baird

CRT Advisor Associate

Milwaukee, WI · On-site

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable ... Provide or lead financial education, such as long-term planning, social security/Medicare, tax ...

Robert W Baird & Co

CRT Advisor Associate

Milwaukee, WI · On-site

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable ... Provide or lead financial education, such as long-term planning, social security/Medicare, tax ...

UMB Financial

Retirement Client Advisor

Milwaukee, WI · On-site

$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) ...

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

Associate Financial Planner information

See Racine, WI salary details

$42.7K

$78.7K

$105.5K

How much do associate financial planner jobs pay per year?

As of Sep 6, 2026, the average yearly pay for associate financial planner in Racine, WI is $78,676.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,300.00 and $93,800.00 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.

More about Associate Financial Planner jobs

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Racine, WI as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $78,676 per year, or $37.8 per hour.

Associate Financial Advisor

Baird

Milwaukee, WI • On-site

Full-time

Re-posted 9 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis.
The Impact You'll Make:
  • Operate within the team's client service and wealth management strategy to ensure high quality client service
  • Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities
  • Review, research and analyze data to create customized, annual financial plans for clients
  • Deliver the financial plan to clients in partnership with the Financial Advisor/Team
  • Connect with next generation clients through planning
  • Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
  • Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects
  • Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point
  • Document, follow up, and support the closing of opportunities identified from the financial planning process
  • Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
  • Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
  • Performs other duties and special projects as necessary

What You'll Bring to Baird:
  • Bachelor's degree required
  • Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses
  • Minimum of three years of investment experience in a client facing role
  • Excellent presentation skills, very strong interpersonal and written communication skills
  • Proven self-starter, highly motivated, with the ability to work independently

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