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

ULINE

Associate Supply Planner

Pleasant Prairie, WI

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

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

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

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.

Regal Rexnord

Sr Manager, FP&A

Milwaukee, WI · Hybrid

$107K - $146K/yr

The Sr. Manager Segment FP&A will oversee the offshore FP&A team and will collaborate with ... 000 associates around the world who help create a better tomorrow by providing sustainable ...

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 ...

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 ...

UMB Financial

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 ...

UMB Financial

Trust Officer

Milwaukee, WI · On-site

$81K - $120K/yr

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Trust Officer Sr

Milwaukee, WI

$117K - $173K/yr

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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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 Aug 16, 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 are popular job titles related to Associate Financial Planner jobs in Racine, WI?

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

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 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $78,676 per year, or $37.8 per hour.

Associate Supply Planner

ULINE

Pleasant Prairie, WI

Full-time

Medical, Retirement, PTO

Re-posted 25 days ago

Uline rating

8.2

Company rating: 8.2 out of 10

Uline

Based on 113 frontline employees who took The Breakroom Quiz

7.1

Company rating compared to similar companies: 7.1 out of 10

Retail wholesalers average

Based on 12,976 frontline employees who took The Breakroom Quiz

The best things about working at Uline

  • 100%

    100% say they get paid time off

    say they get paid time off

  • 98%

    98% say their health insurance is affordable

    say their health insurance is affordable

  • 81%

    81% say they get enough training

    say they get enough training

Featured by Uline, based on 113 Breakroom Quiz responses from their frontline employees

Job description

Associate Supply Planner

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

Stay ahead of demand at a growing North American company! At Uline, we're known for speed and reliability - and it all starts with smart planning. As an Associate Supply Planner, you'll help keep our supply chain sharp, using data to forecast customer demand and help ensure the right products are in the right place at the right time.

Careers Packed with Potential. Backed by 45+ years of success, Uline offers opportunities to grow your career with stability you can count on.

Position Responsibilities

  • Forecast product demand by analyzing product sales trends to inform accurate decisions.

  • Support new product launches by reviewing demand history and collaborating with Merchandising to estimate inventory needs.

  • Partner with buyers and product managers to solve supply issues and avoid customer delays.

  • Develop high-level product forecasts to communicate inventory planning strategies with other Uline departments.

Minimum Requirements

  • Bachelor's degree. Supply Chain or Finance major a plus.

  • Detail-oriented and comfortable working with numbers.

  • Strong analytical and problem-solving skills.

Benefits

  • Complete health insurance coverage and 401(k) with 6% employer match that starts day one!

  • Multiple bonus programs.

  • Paid holidays and generous paid time off.

  • Tuition Assistance Program that covers professional continuing education.

Employee Perks

  • On-site cafe and first-class fitness center with complimentary personal trainers.

  • Over four miles of beautifully maintained walking trails.

About Uline

Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 10,000 employees across 15 locations.

Uline is adrug-free workplace. All new hires must complete a pre-employment hair follicle drug screening. All positions are on-site.

EEO/AA Employer/Vet/Disabled

#LI-LA1

#CORP

(#IN-PPPUR)

#ZR-HQPUR

Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore Uline.jobs to learn more!

Working at Uline

Perks for frontline workers

From Uline, via Breakroom

  • Complete health insurance coverage and 401(k) with 6% employer match that starts day one!

  • Multiple bonus programs.

  • Paid holidays and generous paid time off.

  • Tuition Assistance Program that covers professional continuing education.

  • Fitness center and walking trails at select locations.

  • In-house speakers, workshops and seminars.

What to expect from working at Uline

From Uline

About Uline, in their own words

From Uline

Uline, a family-owned business headquartered in Kenosha County, Wisconsin, is the leading distributor of shipping, industrial and packaging materials to businesses throughout North America.

What Uline employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Uline logo

About Uline

Sourced by ZipRecruiter

Uline is North America's leading distributor of shipping, industrial and packaging materials. We're a family-owned company known for incredible service, quality products and same-day shipping of our huge in-stock inventory. With over 9,000 employees across 13 locations, it's time you joined Uline.

Industry

Paper product wholesalers, trucking and wholesale

Company size

5,001 - 10,000 Employees

Headquarters location

Pleasant Prairie, WI, US

Social media

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