ZipRecruiter

Log In

1

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

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

Antioch, IL · 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

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

New Munster, 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

Russell, IL · 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

Trevor, 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

Waukegan, IL · 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

Somers, 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

Kansasville, 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

Wadsworth, IL · 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.

Uline, Inc.

Associate Supply Planner

Silver Lake, 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

Zion, IL · 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.

previous pagenext page

Showing results 21-40

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 Planner

KOHLS

Menomonee Falls, WI • On-site

Other

Re-posted 29 days ago

Kohl's rating

5.8

Company rating: 5.8 out of 10

Based on 1,480 frontline employees who took The Breakroom Quiz

12th of 21 rated department stores

Job description

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 bottom up, analyze historical data to forecast trends and capture them through inventory deployment strategies. You will work in multiple seasons at a time, offer insights into current results and recommend future actions to drive profitable sales.

What You’ll Do

  • Work collaboratively with the merchandising team for your category of business to provide financial plans and projections for your product assortments

  • Build, update and maintain Enterprise Planning (EP), KP2 web-based application and Vendor Performance Summaries (VPS)

  • Update Open-to-Buy (OTB) after the first pass is completed

  • Vendor and Brand management

  • Form and recap population

  • Manage inventory flow; push, cancel and chase

  • KPIs include: Sales, Margin and Turn

  • Partner with teams such as merchants, product development, supply chain, space planning and digital to drive overall strategy and results 

  • Coach others in more junior roles to evaluate weekly replenishment and inventory flow strategies

  • Additional tasks may be assigned

What Skills You Have

Required

  • Strategic thinker and creative problem solver 

  • Effective communicator 

  • Adept multitasking skills

  • Experience creating and manipulating spreadsheets

This role is based at our Corporate Office in Menomonee Falls, WI. You’ll work onsite from Monday through Thursday, with the option to work remotely on Fridays.

What Kohl's employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply