Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients ... Develop competency with our eMoney financial planning software to assist in developing financial ...
Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients ... Develop competency with our eMoney financial planning software to assist in developing financial ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.25/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.25/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Deli Associate
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Bakery Associate
Madison, WI · On-site
$14.50 - $17.75/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Bakery Products to Production Planner * Package and Label Bakery Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Deli Associate
Madison, WI · On-site
$14.50 - $17.50/hr
... finance; from HR Business Partners to export specialists -- create braggingly happy customers ... Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ...
Associate Financial Planner information
See Sun Prairie, WI salary details
$44.3K - $50.2K
5% of jobs
$50.2K - $56.1K
1% of jobs
$56.1K - $62K
4% of jobs
$62K - $68K
5% of jobs
$70.6K is the 25th percentile. Wages below this are outliers.
$68K - $73.9K
20% of jobs
The median wage is $78.7K / yr.
$73.9K - $79.8K
17% of jobs
$79.8K - $85.8K
12% of jobs
$85.8K - $91.7K
5% of jobs
$93.9K is the 75th percentile. Wages above this are outliers.
$91.7K - $97.6K
13% of jobs
$97.6K - $103.5K
15% of jobs
$103.5K - $109.5K
2% of jobs
$44.3K
$81.6K
$109.5K
How much do associate financial planner jobs pay per year?
As of Sep 3, 2026, the average yearly pay for associate financial planner in Sun Prairie, WI is $81,635.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,000.00 and $97,300.00 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?
| Aspect | Associate Financial Planner | Financial Advisor |
|---|---|---|
| Certifications | CFP® coursework, licensing | CFP®, Series 7, 66/65 |
| Work Environment | Support role, entry-level, team-based | Client-facing, independent or firm-based |
| Employer & Industry Usage | Financial planning firms, banks, wealth management | Independent 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 Sun Prairie, WI?
For Associate Financial Planner jobs in Sun Prairie, WI, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Sun Prairie, WI look for?
The top searched job categories for Associate Financial Planner jobs in Sun Prairie, WI are:
What cities near Sun Prairie, WI are hiring for Associate Financial Planner jobs?
Cities near Sun Prairie, WI with the most Associate Financial Planner job openings:
Job description
Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
- Serve on the client service team to assist in managing client relationships.
- Involvement in client and prospect meetings as well as networking opportunities.
- Develop competency with our eMoney financial planning software to assist in developing financial plans.
- Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
- Develop competency in our CRM, manage workflows and related documentation requirements.
- Facilitate best practices and assist in monitoring and satisfying compliance requirements.
Basic Qualifications:
- Undergraduate Degree, preferably in a business-related field
- Minimum 7 years in the Wealth Management/Financial Services industry
- Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
- Excellent verbal and written communication skills for working with prospects, clients, and team members
- Ability to work efficiently, effectively, and independently to see projects through to conclusion
- Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
- Basic knowledge of income taxes and effects of portfolio transactions on income taxes
- Active series 65 license; CFP highly preferred
About Choreo
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Chicago, IL, US