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Associate Planner Jobs in Madison, WI (NOW HIRING)

Savant Insights

Associate Advisor - Middleton, WI

Middleton, WI · On-site

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing ...

CFS

AP Associate

Waunakee, WI

$23 - $27/hr

AP Associate Compensation: $23.00 - $27.00 Per Hour CFS is partnered with a thriving & growing ... Proficient within MS Suite - Excel and ERP / Accounting software * Ability to work on a team and ...

MRA Recruiting Services

Customer Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

  • Medical

  • Retirement

  • PTO

The Customer Service Associate serves as the frontline and first point of contact for external ... Copy Machine * ERP experience helpful Education & Experience * High school diploma or equivalent ...

New

Baker Tilly

Temporary Events Associate

Madison, WI · On-site

$18.50 - $21.25/hr

The Events Associate supports the design, planning, and execution of firm-wide events by managing event platform configuration, coordinating logistics, and partnering with key stakeholders to deliver ...

Bakertilly

Temporary Events Associate

Madison, WI · On-site

$18.50 - $21.25/hr

The Events Associate supports the design, planning, and execution of firm-wide events by managing event platform configuration, coordinating logistics, and partnering with key stakeholders to deliver ...

Madison College

Associate Program Advisor

Madison, WI · On-site

$25.21 - $31.51/hr

Knowledge of academic advising principles, such as course planning, transfer pathways, and student ... Associate Degree or equivalent work experience * Experience: 2-4 years of relevant and progressive ...

Morgan Dar

Associate Dentist

Watertown, WI · On-site

  • Medical

  • Dental

Associate Dentist | High-Production Practice with Lifestyle Perks Location: Wichita Falls, TX Stop ... Collaborative Planning: Work alongside a skilled team to develop personalized, high-value treatment ...

Wisconsin

iSchool Associate Director

Madison, WI · On-site

  • Retirement

  • PTO

We are seeking an Associate Director to work closely with the Director and Department Administrator ... Formulates program strategies and goals, directs long-term planning, develops policies and ...

ACE Hardware

ACE Hardware Building Project Estimator

Lodi, WI · On-site

$20 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Responsibilities include training Associates; planning, assigning, and directing work; appraising performance; rewarding and disciplining Associates; addressing complaints and resolving problems.

SpartanNash Company

Deli Associate

Madison, WI · On-site

$14.50 - $17.50/hr

Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

SpartanNash Company

Deli Associate

Madison, WI · On-site

$14.50 - $17.50/hr

Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

SpartanNash

Deli Associate

Madison, WI · On-site

$14.50 - $17.50/hr

Prepare and Produce Deli Products to Production Planner * Package and Label Deli Products per ... Communicate tasks, recipes, weights and measures, and cleaning steps completed to other associates

Wealth Enhancement Group

Associate Financial Advisor

Madison, WI · On-site

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We continually seek to perfect our craft of personalized financial planning with our team-based ... We are excited to welcome an Associate Financial Advisor to our growing Madison, WI team. In this ...

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Showing results 21-40

All JobsAssociate Planner JobsAssociate Planner Jobs in Madison, WI

Associate Planner information

See Madison, WI salary details

$38.8K

$78.9K

$108.8K

How much do associate planner jobs pay per year?

As of Aug 15, 2026, the average yearly pay for associate planner in Madison, WI is $78,880.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,500.00 and $92,200.00 per year, depending on experience, location, and employer.

What does an associate planner do?

An Associate Planner typically assists in the development and implementation of plans for land use, urban development, or organizational projects. They conduct research, analyze data, prepare reports, and help coordinate public meetings or stakeholder consultations. Working under the supervision of senior planners, they support projects related to zoning, community development, or resource management. This role often serves as an entry-level position for those pursuing a career in planning, offering valuable experience in both public and private sector environments.

What are some common challenges faced by associate planners when balancing multiple projects with tight deadlines?

Associate Planners often manage several projects simultaneously, which can make prioritization and time management challenging, especially when unexpected changes arise. Juggling competing deadlines requires strong organizational skills and the ability to communicate effectively with both internal teams and external stakeholders. Utilizing project management tools and regularly updating supervisors on progress can help mitigate these challenges. As you gain experience, you'll develop strategies to efficiently handle shifting priorities and tight timelines.

Is being an associate planner a good career?

An associate planner is an entry-level position in urban or regional planning that offers opportunities to develop skills in data analysis, zoning, and community engagement. It can lead to advancement into senior planning roles and often requires relevant education and certifications. The career provides a stable work environment with potential for professional growth in the planning field.

How to become an associate planner with no experience?

To become an associate planner with no experience, candidates should focus on obtaining a relevant bachelor's degree such as urban planning, geography, or environmental studies. Gaining skills in GIS software, data analysis, and project management through coursework or internships can improve prospects, and entry-level positions often require strong communication and organizational skills.

What are the key skills and qualifications needed to thrive as an associate planner, and why are they important?

To thrive as an Associate Planner, you need a solid understanding of urban planning principles, data analysis, and land use regulations, usually supported by a degree in urban planning or a related field. Familiarity with GIS software, Microsoft Office Suite, and planning-specific databases is commonly required, and AICP certification can be advantageous. Strong communication, teamwork, and problem-solving skills help you effectively collaborate with stakeholders and present findings. These competencies are crucial for ensuring sound planning decisions, regulatory compliance, and successful project outcomes.

What does associate planner mean?

An associate planner is an entry-level or early-career professional responsible for supporting planning projects, analyzing data, and assisting senior planners in developing strategies. The role often requires strong organizational skills, proficiency with planning software, and knowledge of relevant regulations or standards. It serves as a stepping stone toward more senior planning positions.

What are the most commonly searched types of Planner jobs in Madison, WI?

The most popular types of Planner jobs in Madison, WI are:

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

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

Associate Planner jobs near you
Infographic showing various Associate Planner job openings in Madison, WI as of August 2026, with employment types broken down into 49% Full Time, 17% Part Time, 17% Temporary, and 17% Contract. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $78,880 per year, or $37.9 per hour.

Associate Advisor - Middleton, WI

Savant Wealth Management

Middleton, WI • Hybrid

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Job description

Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing comprehensive financial plans, and learning "The Savant Way" alongside experienced advisors and planning professionals. This entry-level advisory role is designed for individuals pursuing a CFP® designation who want to build the technical expertise, client relationship skills, and business acumen necessary to grow into a successful financial advisor.
 
Working closely with Advisors, Wealth Strategy professionals, and specialists across the firm, you'll play a key role in delivering exceptional client experiences while developing the skills needed to progress to an Advisor I position.
 
In this role, you can expect to focus in the following areas:
  • Supporting Lead and Co-Advisors in delivering a best-in-class client experience throughout the financial planning process.
  • Capturing, organizing, and maintaining client financial information, including Ideal Futures Profiles and net worth statements.
  • Assisting with financial planning software, data gathering, analysis, and plan preparation.
  • Participating in client meetings, preparing agendas and materials, documenting notes, and managing follow-up action items.
  • Coordinating planning, tax, and wealth transfer workflows with internal specialists.
  • Conducting planning and tax-related research to support client recommendations.
  • Completing planning projects and simpler client cases independently while developing technical expertise.
  • Building knowledge of portfolio management, trading, rebalancing, and investment reporting.
  • Developing confidence in discussing financial planning and investment concepts with clients.
  • Completing Savant's Advisor Training Program and progressing toward CFP® certification.
 
A couple things to note about our Associate Advisor position:
  • Middleton, WI
  • Hybrid work environment with in-office collaboration expectations determined by business and team needs. Typical working hours
  • Typical Hours: Standard business hours, Monday through Friday, with occasional flexibility based on client and team needs.
  • This position is designed as a career development pathway into an Advisor I role.
  • Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3) months.
  • Associate Advisors are expected to earn their CFP® designation, or another approved designation, within three (3) years of entering the role.
The Associate Advisor position typically requires the following qualifications:
  • Bachelor's degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field.
  • Recent college graduate or several years of professional experience, preferably within banking, wealth management, financial services, or a related industry.
  • Currently pursuing or committed to obtaining the Certified Financial Planner™ (CFP®) designation.
  • Ability to obtain a Series 65 license within six (6) months of hire.
  • Strong analytical, organizational, and problem-solving skills.
  • Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
  • Excellent verbal and written communication skills.
  • Strong interpersonal skills with the ability to build trust and rapport with clients and team members.
  • Demonstrated intellectual curiosity and commitment to continuous learning.
  • Commitment to acting in accordance with Savant's investment philosophy, regulatory requirements, and ethical standards.
  • All Financial Advisor applicants must have a clean U4 with no disclosures
  • Employment in this position will require a signed non-compete agreement, except in states where prohibited
 
Successful Associate Advisors:
  • Earn the trust and confidence of clients and team members while consistently delivering exceptional service.
  • Ensure advisors are thoroughly prepared for client meetings through accurate planning, organization, and follow-through.
  • Anticipate client needs and proactively contribute ideas and recommendations to advisory teams.
  • Participate actively in client meetings and effectively communicate planning and investment concepts.
  • Complete client-related tasks accurately, efficiently, and with a strong sense of urgency.
  • Demonstrate strong judgment when prioritizing responsibilities and managing competing demands.
  • Consistently follow Savant's client service processes and best practices.
  • Show continuous growth in technical planning knowledge, client communication skills, and advisory responsibilities.
 
 
The Perks
 
At Savant, we invest in our people—supporting both their well-being and long-term growth. We take a market-based, growth-oriented approach to advisor compensation designed to reward both client impact and long-term value creation. The expected base salary range for this role is $65,000 - $85,000 with final pay determined by a number of factors including experience, skills, and location.
 
Our advisor compensation model includes:
  • A competitive base salary, aligned to experience and role scope
  • Performance-based incentives tied to growth, client retention, and overall contribution
  • Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model
  • Access to additional incentive programs aligned with individual and firm success
 
This structure is designed to support advisors at every stage—providing income stability, meaningful upside potential, and the opportunity to build long-term wealth as part of a growing firm. Full compensation details, including incentive structures and equity participation, are discussed during the interview process.
 
 
What Sets Savant Apart
  • Collaborative, integrated model across advisory, tax, and planning—no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success
 
Our Total Rewards
 
Core Benefits (Effective Day One):
  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage
 
Financial & Long-Term Rewards:
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs
 
Time Away & Flexibility:
  • Generous paid time off, plus at least 10 paid holidays
  • Annual “Savantiversary” day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support
 
Well-Being & Everyday Perks:
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible “Dress for Your Day” approach
 
We’re happy to share more details about our benefits and total rewards during the hiring process.
 
Take your career to new heights, apply today!
 
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
 
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
 
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer

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