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

Manager II, FP&A

Milwaukee, WI · Hybrid

$110K - $171K/yr

Position Overview The Corporate Finance Manager, FP&A will be responsible for supporting and ... 000 associates around the world who help create a better tomorrow by providing sustainable ...

The FP&A Analyst is a key member of the Industrial Components Division within the Industrial ... 000 associates around the world who help create a better tomorrow by providing sustainable ...

Trust Officer Sr

Milwaukee, WI · On-site

$91K - $196K/yr

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

... 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 ...

Senior Financial Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

As a Financial Analyst, you'll be pivotal in driving financial planning and decision-making ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...

Senior Financial Analyst

Milwaukee, WI

$84K - $104K/yr

As a Financial Analyst, you'll be pivotal in driving financial planning and decision-making ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...

Develop and maintain a data-driven 18-month rolling forecast to support the basis for financial ... 000 associates around the world who help create a better tomorrow by providing sustainable ...

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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 Jun 15, 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 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 the Job Description of 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.
What cities near Racine, WI are hiring for Associate Financial Planner jobs? Cities near Racine, WI with the most Associate Financial Planner job openings:
Manager II, FP&A

Manager II, FP&A

Regal Rexnord

Milwaukee, WI • Hybrid

$110K - $171K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago


Regal Rexnord rating

7.8

Company rating: 7.8 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

173rd of 418 rated machine equipment manufacturers


Job description

Position Overview

The Corporate Finance Manager, FP&A will be responsible for supporting and driving financial activities pertaining to budgeting, forecasting and financial analysis of the Income Statement and Working Capital for Regal Rexnord Corporation, a $6B publicly traded global manufacturer. The Finance Manager position allows for excellent exposure and growth within the organization. This position will report to the Corporate Finance Director, FP&A and will be based out of our Rosemont, Illinois office.

Key Responsibilities

  • Weekly monitoring of Orders, Sales, Profit, Working Capital and Cash against targets
  • Examine, analyze and interpret financial data to determine trends and gaps within the results
  • Consolidate and roll up monthly forecasts for the 3 operating segments and Corporate
  • Publish Monthly Financial Reporting Scorecard
  • Support prep for the quarterly Earnings Releases and Board of Director meetings
  • Participate in the annual 3-year strategic planning and annual operating planning (AOP) processes including establishing assumptions, spreadsheet modeling, consolidation, analysis and presentation preparation
  • Prepare ad-hoc financial analysis to assist in management decisions
  • Drive process improvements in planning, budgeting, forecasting and managerial reporting
  • Coach and develop a Senior Financial Analyst
  • Build successful partnerships with Corporate Finance and Segment FP&A leaders
  • Perform other related duties and involvement in special projects when required
  • Attend training, seminars and workshops as deemed necessary

Required Skills & Qualifications

  • Bachelor's degree, preferably in Accounting, Business, or Finance
  • 7-10+ years of progressive accounting/finance experience; manufacturing experience and previous FP&A experience is a plus
  • Advance experience with Hyperion and/or OneStream
  • Intermediate to advance proficiency in Microsoft Office products (Excel, Word, Power Point, etc.)

Preferred Skills & Qualifications

  • Master's Degree in Accounting or MBA preferred
  • CPA preferred
  • Self-starter, strong desire of getting results and willingness to learn
  • Able to multi-task while being detail-oriented
  • Manage multiple projects and meet deadlines under pressure
  • Excellent interpersonal and communication/presentation skills
  • Must be a team player and willing to step in and help out on projects when necessary
  • Manufacturing experience is a plus

Compensation Details:$110,000 - $171,400

The salary range provided is intended to display the value of the company's base pay compensation for this position. Salary is dependent on a multitude of factors, including but not limited to the physical worksite location, the geographic market of that location, candidate's skill set, level of experience, education and internal peer compensation comparisons among other potential factors.

Work Type: Hybrid: This role is eligible for a Hybrid Work Schedule, which requires working a minimum of 3 days per week from your designated Regal Rexnord office and allows up to 2 remote workdays.

#LI-KL2

#LI-Hybrid

Benefits
  • Medical, Dental, Vision and Prescription Drug Coverage
  • Spending accounts (HSA, Health Care FSA and Dependent Care FSA)
  • Paid Time Off and Holidays
  • 401k Retirement Plan with Matching Employer Contributions
  • Life and Accidental Death & Dismemberment (AD&D) Insurance
  • Paid Leaves
  • Tuition Assistance

About Regal Rexnord

Regal Rexnord is a publicly held global industrial manufacturer with 30,000 associates around the world who help create a better tomorrow by providing sustainable solutions that power, transmit and control motion. The Company's electric motors and air moving subsystems provide the power to create motion. A portfolio of highly engineered power transmission components and subsystems efficiently transmits motion to power industrial applications. The Company's automation offering, comprised of controls, actuators, drives, and precision motors, controls motion in applications ranging from factory automation to precision control in surgical tools.


The Company's end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture.


Regal Rexnord is comprised of three operating segments: Industrial Powertrain Solutions, Power Efficiency Solutions, and Automation & Motion Control. Regal Rexnord has offices and manufacturing, sales and service facilities worldwide. For more information, including a copy of our Sustainability Report, visit RegalRexnord.com.


Equal Employment Opportunity Statement

Regal Rexnord is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity, pregnancy, age, ancestry, national origin, genetic information, marital status, citizenship status (unless required by the applicable law or government contract), disability or protected veteran status or any other status or characteristic protected by law. Regal Rexnord is committed to a diverse and inclusive workforce. We are committed to building a team that represents diverse and inclusive backgrounds, perspectives, and skills. If you'd like to view a copy of the company's affirmative action plan for protected veterans/individuals with disabilities or policy statement, please email Recruiting@RegalRexnord.com.If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail Recruiting@RegalRexnord.com.


Equal Employment Opportunity Posters
Notification to Agencies: Please note that Regal Rexnord Corporation and its affiliates and subsidiaries ("Regal Rexnord") do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement or similar contract and approval from HR to submit resumes for a specific requisition, Regal Rexnord will not consider or approve payment to any third-parties for hires made.


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