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Cfp Salaries Jobs in Racine, WI (NOW HIRING)

US Bank

PWM Wealth Strategist

Milwaukee, WI · On-site

$159K - $188K/yr

JD, CPA, CTFA, CFP and/or advanced degree * Effective verbal and written communication skills If ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

US Bank

PWM Private Wealth Advisor

Milwaukee, WI · On-site

$118K - $144K/yr

Professional designation such as CFA or CFP is preferred If there's anything we can do to ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

New

U.S. Bank

PWM Private Wealth Advisor

Milwaukee, WI · On-site

$118K - $144K/yr

Professional designation such as CFA or CFP is preferred If there's anything we can do to ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

New

U.S. Bank

PWM Private Wealth Advisor

Milwaukee, WI · On-site

$118K - $144K/yr

Professional designation such as CFA or CFP is preferred If there's anything we can do to ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

Sikich

Lead Wealth Advisor

Brookfield, WI · On-site

$131K - $161K/yr

CFP or CPA/PFS, preferred * Excellent communication and listening skills, with the ability to ... This is not a guarantee of compensation or salary, as final offer amount may vary based on several ...

Sikich

Lead Wealth Advisor

Brookfield, WI · On-site

$131K - $161K/yr

CFP or CPA/PFS, preferred * Excellent communication and listening skills, with the ability to ... This is not a guarantee of compensation or salary, as final offer amount may vary based on several ...

Sikich

Lead Wealth Advisor

Brookfield, WI · On-site

CFP or CPA/PFS, preferred * Excellent communication and listening skills, with the ability to ... This is not a guarantee of compensation or salary, as final offer amount may vary based on several ...

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All JobsCfp Salaries JobsCfp Salaries Jobs in Racine, WI

Cfp Salaries information

See Racine, WI salary details

$57.2K

$95.6K

$132.2K

How much do cfp salaries jobs pay per year?

As of Sep 12, 2026, the average yearly pay for cfp salaries in Racine, WI is $95,586.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,600.00 and $107,400.00 per year, depending on experience, location, and employer.

What job categories do people searching Cfp Salaries jobs in Racine, WI look for?

The top searched job categories for Cfp Salaries jobs in Racine, WI are:

Cfp Salaries jobs near you

Financial Consultant- Milwaukee, WI

Brookfield, WI • On-site

Fidelity Investments
Investment Management and Consulting Services • 10K+ employees
Learn more about Fidelity Investmentsexternal

Full-time

Posted 17 days ago

Key responsibilities

  • Engage face-to-face with clients to provide mentorship and personalized financial planning.

  • Help expand the firm's brand by nurturing relationships with an existing client base and introducing clients to different investment strategies.

  • Support clients in uncovering needs, recommending solutions, and bringing together additional client assets.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 274 frontline employees who took The Breakroom Quiz

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise and Skills You Bring
  • Proven success in building relationships, uncovering needs, and recommending solutions
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
  • Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Coachable, collaborative, and curious are key attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, takes initiative and exceeds customer expectations
  • Extensive knowledge of investment solutions
The Team

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.

Ourbenefit programsare designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

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