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Cfp Jobs in Milwaukee, WI (NOW HIRING)

Varsity Tutors

CFP Tutor

Milwaukee, WI · Remote

$35 - $40/hr

About the Job The Varsity Tutors Live Learning Platform has thousands of students looking for online CFP tutors nationally. As a tutor on the Varsity Tutors Platform, you'll have the flexibility to ...

Robert W Baird & Co

Trust Strategist

Milwaukee, WI

$119K - $154K/yr

Juris Doctorate (JD), CFP, CTFA are a plus * Bachelor's degree in Economics, Finance, Accounting, or Business Administration * 5+ year experience in the trust industry preferred Baird is committed to ...

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the ...

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$60.1K

$100.4K

$138.9K

How much do cfp jobs pay per year?

As of Aug 31, 2026, the average yearly pay for cfp in Milwaukee, WI is $100,435.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,700.00 and $112,800.00 per year, depending on experience, location, and employer.

What is a CFP?

CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.

What does a CFP do?

A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.

What skills and qualifications are needed to be a CFP?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.

How do CFPs build long-term client relationships and trust?

Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.

What jobs can I get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in banks, advisory firms, or independent practices. The certification demonstrates expertise in financial planning, investments, taxes, estate planning, and insurance.
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What are the most commonly searched types of Cfp jobs in Milwaukee, WI?

The most popular types of Cfp jobs in Milwaukee, WI are:

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For Cfp jobs in Milwaukee, WI, the most frequently searched job titles are:

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

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Cfp jobs near you
Infographic showing various Cfp job openings in Milwaukee, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $100,435 per year, or $48.3 per hour.

CFP Tutor

Milwaukee, WI • Remote

Varsity Tutors
Education • 501 - 1,000 employees

5.9

Company rating: 5.9 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

11th of 24 rated private schools and tutoring

People enjoy working here

Recommended by students

Uninterrupted breaks

Learn more about Varsity Tutorsexternal

$35 - $40/hr

Part-time

Re-posted 29 days ago

Job description

About the Job
The Varsity Tutors Live Learning Platform has thousands of students looking for online CFP tutors nationally. As a tutor on the Varsity Tutors Platform, you'll have the flexibility to set your own schedule, earn competitive rates, and make a real impact on students' academic success and understanding. All from the comfort of your home.
Why Join Our Platform?
  • Earn incrementally higher pay for each session with the same student, reaching up to $40/hour.
  • Get paid up to twice per week, ensuring fast and reliable compensation for the tutoring sessions you conduct and invoice.
  • Set your own hours and tutor as much as you'd like.
  • Tutor remotely using our purpose-built Live Learning Platform. No commuting required.
  • Get matched with students best-suited to your teaching style and expertise.
  • Our AI-powered Tutor Copilot enhances your sessions with real-time instructional support, lesson generation, and engagement features, helping you save prep time and focus on impactful teaching.
  • We handle the logistics—you just invoice for your tutoring sessions, and we take care of payments.

What We Look For In a CFP Tutor
  • Advanced Test Mastery: Deep knowledge of CFP examination content areas including general financial planning principles, risk management and insurance, investment planning, tax planning, retirement savings and planning, estate planning, and professional conduct and regulation. Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification.
  • Strategic Test-Taking & Problem-Solving: Skilled at teaching integrated financial planning analysis, case study question strategies, and quantitative calculation approaches for CFP examination. Guides students through analyzing client scenarios, computing retirement needs, evaluating insurance coverage, applying tax optimization strategies, and developing comprehensive financial plans. Emphasizes connecting individual topic knowledge across domains in multi-topic case study questions.
  • Curriculum Awareness & Adaptive Instruction: Familiar with CFP examination content outline and common challenges such as integrating multiple planning domains, performing time-value-of-money calculations, and applying ethical standards to client scenarios. Adapts instruction using CFP Board practice examinations, financial calculator drills, and case study analysis to support financial planning professionals preparing for CFP certification.
  • Effective Teaching Methods: Ability to identify concepts students commonly struggle with, explain material using multiple approaches, and adapt instruction to meet individual learning needs and styles.
  • Strong communication skills and a friendly, engaging teaching style.
  • Ability to adapt to different learning styles and student needs.

Ways To Connect With Students
  • 1-on-1 Online Tutoring - Provide personalized instruction to individual students.
  • Instant Tutoring - Accept on-demand tutoring requests whenever you're available.

About Varsity Tutors And 1-on-1 Online Tutoring
Our mission is to transform the way people learn by leveraging advanced technology, AI, and the latest in learning science to create personalized learning experiences. Through 1-on-1 Online Tutoring, students receive customized instruction that helps them achieve their learning goals. Our platform is designed to match students with the right tutors, fostering better outcomes and a passion for learning.
Please note: Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New Hampshire, North Dakota, Vermont, West Virginia or Puerto Rico.

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