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Cfp Cfa Jobs in Wisconsin (NOW HIRING)

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP) * Entrepreneurial mindset with a focus on quality new client acquisition * Strong ...

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Cfp Cfa information

What is the difference between Cfp Cfa vs Financial Analyst?

AspectCfp Cfa
Required CertificationsCfp (Certified Financial Planner) and Cfa (Chartered Financial Analyst) certifications
Work EnvironmentFinancial planning, investment management, and portfolio analysis
Employer & Industry UsageFinancial advisory firms, investment firms, banks, and wealth management companies
Common Search & ComparisonPeople often compare Cfp Cfa roles to understand financial planning vs investment analysis

While both Cfp and Cfa certifications are highly regarded in finance, Cfp focuses on personal financial planning and client advisory services, whereas Cfa emphasizes investment analysis and portfolio management. The roles often overlap in financial firms, but their core responsibilities and certification requirements differ.

What is a CFP or CFA?

CFP stands for Certified Financial Planner, a designation for professionals who help individuals manage their personal finances, retirement, investments, and estate planning. CFA stands for Chartered Financial Analyst, a credential for professionals specializing in investment analysis, portfolio management, and financial research. While both designations demonstrate high levels of expertise and ethical standards in finance, CFPs typically focus on personal financial planning, whereas CFAs are often found in investment management and research roles. Both require rigorous exams and continued education to maintain certification.

What are the key skills and qualifications needed to thrive as a CFP or CFA?

To thrive as a CFP or CFA, you need expertise in financial planning, investment analysis, and portfolio management, typically supported by earning the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credential. Familiarity with financial modeling software, portfolio management systems, and regulatory compliance tools is standard in these roles. Strong analytical thinking, ethical judgment, and clear client communication are vital soft skills for success. These skills and qualifications are crucial to provide trustworthy financial advice, manage investments responsibly, and build lasting client relationships.

How do CFP and CFA professionals typically collaborate with other financial specialists within a firm?

CFP and CFA professionals often work closely with teams that include accountants, attorneys, portfolio managers, and client relationship managers. While CFPs focus on holistic financial planning and client-facing strategies, CFAs usually specialize in investment analysis and portfolio management. This collaboration ensures clients receive comprehensive advice, blending financial planning with in-depth investment expertise. Regular meetings and coordinated client reviews are common, fostering a multidisciplinary approach to wealth management.
What are popular job titles related to Cfp Cfa jobs in Wisconsin? For Cfp Cfa jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Cfp Cfa jobs in Wisconsin look for? The top searched job categories for Cfp Cfa jobs in Wisconsin are:
What cities in Wisconsin are hiring for Cfp Cfa jobs? Cities in Wisconsin with the most Cfp Cfa job openings:
Cfp Cfa jobs near you

Junior Financial Advisor

DBHW Wealth Partners

South Milwaukee, WI • On-site

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Job description

About DBHW Wealth Partners
DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.
Meet Our Team: https://www.dbhwwealthpartners.com/our-team
Building Your Financial Advisory Career With Mentorship That Matters
Are you a driven, early-career professional ready to build a meaningful future in financial planning? We're not just hiring a Junior Financial Advisor - we're investing in the next generation of trusted advisors.
From day one, you'll be supported by active, hands-on mentorship from experienced professionals who are committed to your growth and success. You won't be left to "figure it out" alone - you'll receive guidance, coaching, and real-world exposure that accelerates your development.
We believe great advisors never stop learning. That's why we provide opportunities to attend industry conferences, workshops, and continuing education events - keeping you at the forefront of financial strategies, market insights, and client service excellence.
Ambitious about earning your CFP?, CFA?, or other professional designations? We support that too. We offer incentives and recognition for obtaining certifications and advanced credentials, because your growth strengthens both your career and our team.
If you're motivated, coachable, and eager to grow within a supportive, high-performance environment, this is your opportunity to build a lasting and rewarding career in financial advising."
Position Overview
We are seeking a motivated and detail-oriented Junior Financial Advisor to support our advisory team in delivering comprehensive financial planning and investment services. This role is designed for an early-career professional looking to build a long-term career in financial advising.
The Junior Advisor works under the supervision of Lead Advisors while developing technical expertise, client relationship skills, and industry credentials.
Key Responsibilities
Financial Planning Support
  • Gather, organize, and analyze client financial information.
  • Prepare retirement projections, cash flow analyses, insurance needs reviews, and education funding analyses.
  • Assist in drafting financial planning recommendations.
  • Maintain accurate client records in CRM and financial planning software.
  • Identify planning gaps or risks and escalate to senior advisors.

Client Meeting Preparation & Participation
  • Prepare meeting materials and reports.
  • Attend client meetings and document action items.
  • Assist in presenting portions of financial plans.
  • Draft follow-up communications and track implementation steps.

Investment & Portfolio Support
  • Assist in portfolio reviews and allocation analysis.
  • Monitor investment performance and prepare reporting materials.
  • Support rebalancing and implementation efforts (under supervision).
  • Understand and communicate model portfolio strategies.

Implementation & Service
  • Coordinate account openings, transfers, beneficiary updates, and other service needs.
  • Work cross-functionally with operations, compliance, and tax teams.
  • Ensure documentation meets regulatory and firm standards.

Compliance & Risk Management
  • Adhere to firm policies and regulatory requirements.
  • Maintain proper documentation standards.
  • Stay informed on industry regulations and best practices.

Required Qualifications
Education
  • Bachelor's degree in Finance, Financial Planning, Economics, Accounting, Business, or related field required.

Licensing & Certifications (Industry Standard Expectations)
  • Must have their Securities Industry Essentials (SIE) Certification

One of the following is required or must be obtained within 6-12 months of hire:
  • Series 7 and Series 66
  • Ability and willingness to obtain required licenses within defined timeframe.

Preferred Credentials
  • CFP coursework completed or in progress strongly preferred.
  • CFP certification (preferred but not required).
  • Life & Health Insurance License (or willingness to obtain).

Experience
  • 4 years of experience in financial planning required.

Technical Skills
  • Financial planning software (eMoney, MoneyGuidePro, or similar).
  • CRM systems (Redtail, Salesforce, Wealthbox, etc.).
  • Understanding of:
    • Asset allocation
    • Retirement income planning
    • Insurance planning
    • Tax-aware investment concepts

Professional Competencies
  • Strong analytical and quantitative skills.
  • Exceptional attention to detail.
  • High ethical standards and client-first mindset.
  • Strong verbal and written communication.
  • Organizational discipline and time management.
  • Desire to build long-term client relationships.
  • Commitment to professional development.

What Success Looks Like
Within 12-24 months, the Junior Advisor will:
  • Confidently prepare comprehensive financial plans.
  • Participate actively in client meetings.
  • Demonstrate regulatory and compliance competence.
  • Build increasing ownership of client relationships.
  • Progress toward CFP certification.

Compensation & Benefits
  • Competitive base salary
  • Performance-based bonus potential
  • Licensing reimbursement support
  • Health, dental, and vision benefits
  • 401(k) with employer match
  • Paid time off and continuing education support
  • Clear career advancement pathway

DBHW Wealth Partners is an equal opportunity employer.
The pay range for this role is:
65,000 - 85,000 USD per year (South Milwaukee)
65,000 - 85,000 USD per year (Texas)

Apply